Capture client info, find or create client, create project, and add contact in Google Contacts
Capture client info, find or create client, create project, and add contact in Google Contacts
Capture client information from incoming requests, find or create the client in Estimate Rocket, establish a new project, and add the client as a contact in Google Contacts for faster onboarding and improved project management.
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Overview
Capture client information from incoming requests, find or create the client in Estimate Rocket, establish a new project, and add the client as a contact in Google Contacts for faster onboarding and improved project management.