Track referrals from Cognito Forms to Follow Up Boss, create or update contacts, add notes, and apply action plans
Track referrals from Cognito Forms to Follow Up Boss, create or update contacts, add notes, and apply action plans
Track referrals from license agents by capturing new entries in Cognito Forms. Create or update contacts in Follow Up Boss, add notes, and apply action plans to ensure effective management and follow-up.
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Overview
Track referrals from license agents by capturing new entries in Cognito Forms. Create or update contacts in Follow Up Boss, add notes, and apply action plans to ensure effective management and follow-up.