Update master client assignment sheet with new lead information from Close to Google Sheets
Update master client assignment sheet with new lead information from Close to Google Sheets
Update your master client assignment sheet with new lead information when a lead enters a specific status in Close. This ensures accurate tracking and faster onboarding of leads, enhancing your sales process.
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Overview
Update your master client assignment sheet with new lead information when a lead enters a specific status in Close. This ensures accurate tracking and faster onboarding of leads, enhancing your sales process.