Generate purchase and sale document, and create note in Follow Up Boss when contact is tagged
Generate purchase and sale document, and create note in Follow Up Boss when contact is tagged
Tag your contacts in Follow Up Boss to generate purchase and sale documents from a template in Google Docs. Create a note for each contact with a link to the document, ensuring faster documentation and improved organization.
Workflow preview:
Zap details:
Overview
Tag your contacts in Follow Up Boss to generate purchase and sale documents from a template in Google Docs. Create a note for each contact with a link to the document, ensuring faster documentation and improved organization.