Manage new leads in Dubsado, tag in Kit, and add to communication sequence in Kit
Manage new leads in Dubsado, tag in Kit, and add to communication sequence in Kit
Manage new leads by tagging them and adding them to a specific communication sequence in Kit when a project is created in Dubsado. This boosts follow-up efficiency and engagement, ensuring no lead is overlooked.
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Overview
Manage new leads by tagging them and adding them to a specific communication sequence in Kit when a project is created in Dubsado. This boosts follow-up efficiency and engagement, ensuring no lead is overlooked.