Update contact status and tag as past client in Follow Up Boss when deal stage changes
Update contact status and tag as past client in Follow Up Boss when deal stage changes
Update your contacts in Follow Up Boss by changing their stage to 'Past Client' and adding relevant tags when their deal stage is marked as closed. This ensures accurate categorization and improves client management.
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Overview
Update your contacts in Follow Up Boss by changing their stage to 'Past Client' and adding relevant tags when their deal stage is marked as closed. This ensures accurate categorization and improves client management.