Create deal in Clientify when new project as lead is initiated in Dubsado
Create deal in Clientify when new project as lead is initiated in Dubsado
Create deals in Clientify when new projects are initiated in Dubsado as leads, ensuring only specific project statuses trigger this action. This boosts your project management efficiency and keeps your sales pipeline organized.
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Overview
Create deals in Clientify when new projects are initiated in Dubsado as leads, ensuring only specific project statuses trigger this action. This boosts your project management efficiency and keeps your sales pipeline organized.