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Create or update contact in Follow Up Boss, and reassign agent from Lofty

Create or update contact in Follow Up Boss, and reassign agent from Lofty

Create or update contacts in Follow Up Boss when a specific Smart Plan step in Lofty is triggered, and reassign them to the designated agent for improved lead management and faster response times.

Create or update contact in Follow Up Boss, and reassign agent from Lofty

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Overview

Create or update contacts in Follow Up Boss when a specific Smart Plan step in Lofty is triggered, and reassign them to the designated agent for improved lead management and faster response times.

Create or update contact in Follow Up Boss, and reassign agent from Lofty