Track new appointments in EasyPractice, filter criteria, and update opportunities in LeadConnector
Track new appointments in EasyPractice, filter criteria, and update opportunities in LeadConnector
Track new appointments in EasyPractice and manage client opportunities in LeadConnector. Set specific criteria to ensure only relevant updates occur, leading to better organization and improved client engagement.
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Overview
Track new appointments in EasyPractice and manage client opportunities in LeadConnector. Set specific criteria to ensure only relevant updates occur, leading to better organization and improved client engagement.