Manage new leads in Close, subscribe to workflow, and create a note

Manage new leads from website signups by subscribing them to a designated workflow in Close and creating a note for future reference. This ensures organized follow-ups and clearer tracking of your lead engagement.

Manage new leads in Close, subscribe to workflow, and create a note

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Overview

Manage new leads from website signups by subscribing them to a designated workflow in Close and creating a note for future reference. This ensures organized follow-ups and clearer tracking of your lead engagement.

Manage new leads in Close, subscribe to workflow, and create a note