Capture onboarding form data in Close, find or create lead, and add note
Capture onboarding form data in Close, find or create lead, and add note
Capture onboarding form data in KlickTipp and transfer it to Close to find or create leads. Add detailed notes for each lead to ensure all relevant information is documented for effective follow-up.
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Overview
Capture onboarding form data in KlickTipp and transfer it to Close to find or create leads. Add detailed notes for each lead to ensure all relevant information is documented for effective follow-up.