Update lead to client active, and create new opportunity in Close when contract is signed
Update lead to client active, and create new opportunity in Close when contract is signed
Update your leads to active clients and create new opportunities when contracts are signed in Close. This ensures accurate tracking of client status and enhances your sales pipeline management.
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Overview
Update your leads to active clients and create new opportunities when contracts are signed in Close. This ensures accurate tracking of client status and enhances your sales pipeline management.