Update customer status, invite to group, notify team, and create contact in TaxDome
Update customer status, invite to group, notify team, and create contact in TaxDome
Manage new customer onboarding by updating their status in LeadConnector, inviting them to your Skool group, notifying your team via Slack, and creating their contact in TaxDome for a smoother onboarding experience.
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Overview
Manage new customer onboarding by updating their status in LeadConnector, inviting them to your Skool group, notifying your team via Slack, and creating their contact in TaxDome for a smoother onboarding experience.