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Manage new client calls in Smith.ai, find or create contact in LMN, and add notes in LMN

Manage new client calls in Smith.ai, find or create contact in LMN, and add notes in LMN

Manage new client calls by logging details in LMN. Create or update contact information and add relevant notes from Smith.ai calls, ensuring accurate records and improved client engagement.

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Overview

Manage new client calls by logging details in LMN. Create or update contact information and add relevant notes from Smith.ai calls, ensuring accurate records and improved client engagement.

Manage new client calls in Smith.ai, find or create contact in LMN, and add notes in LMN