Notify team of new leads, create tasks in Close, and update calendar
Notify team of new leads, create tasks in Close, and update calendar
Create tasks in Close for your team whenever a new lead appears in Smart View. This keeps your calendar updated and ensures timely follow-ups, leading to improved lead management and increased conversion rates.
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Overview
Create tasks in Close for your team whenever a new lead appears in Smart View. This keeps your calendar updated and ensures timely follow-ups, leading to improved lead management and increased conversion rates.