Create new client in vcita from new lead in Get The Referral, and map unique identifiers
Create new client in vcita from new lead in Get The Referral, and map unique identifiers
Create new clients in vcita when you generate leads in Get The Referral. Link unique identifiers for clear tracking, ensuring faster onboarding and better management of your client relationships.
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Overview
Create new clients in vcita when you generate leads in Get The Referral. Link unique identifiers for clear tracking, ensuring faster onboarding and better management of your client relationships.