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Create task for new customer lead in JobTread, find membership, and link task

Create task for new customer lead in JobTread, find membership, and link task

Create tasks for new customer leads in JobTread when a customer is added. Link the appropriate membership to each task for better organization and faster onboarding.

Create task for new customer lead in JobTread, find membership, and link task

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Overview

Create tasks for new customer leads in JobTread when a customer is added. Link the appropriate membership to each task for better organization and faster onboarding.

Create task for new customer lead in JobTread, find membership, and link task