Create client documents folder in Dropbox when lead status changes in FLG
Create client documents folder in Dropbox when lead status changes in FLG
Create client document folders in Dropbox with a specific naming convention when a lead's status changes to sale in FLG. This ensures organized documentation and faster access for your team.
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Overview
Create client document folders in Dropbox with a specific naming convention when a lead's status changes to sale in FLG. This ensures organized documentation and faster access for your team.