Add new client to Coach Catalyst from ClickFunnels purchase, search contact, format date, and update details
Add new client to Coach Catalyst from ClickFunnels purchase, search contact, format date, and update details
Add new clients to your coaching platform when they purchase a membership through ClickFunnels. Ensure their details are updated and formatted correctly for faster onboarding and improved client management.
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Overview
Add new clients to your coaching platform when they purchase a membership through ClickFunnels. Ensure their details are updated and formatted correctly for faster onboarding and improved client management.