Add new clients to PT Distinction and assign to group when LeadConnector stage changes
Add new clients to PT Distinction and assign to group when LeadConnector stage changes
Add new clients to your coaching platform and assign them to specific groups when their opportunity stage changes in LeadConnector. This boosts your onboarding process and enhances client engagement.
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Overview
Add new clients to your coaching platform and assign them to specific groups when their opportunity stage changes in LeadConnector. This boosts your onboarding process and enhances client engagement.