Create a new project in JobTread, add contact in LeadConnector, and capture appointment in Calendly
Create a new project in JobTread, add contact in LeadConnector, and capture appointment in Calendly
Create new projects in JobTread when clients schedule appointments in Calendly. Capture all relevant contact information and appointment details in LeadConnector for organized and efficient onboarding.
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Overview
Create new projects in JobTread when clients schedule appointments in Calendly. Capture all relevant contact information and appointment details in LeadConnector for organized and efficient onboarding.