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.

Capture onboarding form data in Close, find or create lead, and add note

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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.

Capture onboarding form data in Close, find or create lead, and add note