Update job status to sold won in JobTread, and add opportunity in LeadConnector
Update job status to sold won in JobTread, and add opportunity in LeadConnector
Update your job status in JobTread to 'Sold Won' when marked as completed, ensuring all opportunity details are recorded in LeadConnector for future reference, leading to clearer reporting and better sales tracking.
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Overview
Update your job status in JobTread to 'Sold Won' when marked as completed, ensuring all opportunity details are recorded in LeadConnector for future reference, leading to clearer reporting and better sales tracking.