Update contact status to closed and tag as loan in Follow Up Boss from SQL Server
Update contact status to closed and tag as loan in Follow Up Boss from SQL Server
Update your contacts in Follow Up Boss by changing their status to closed and tagging them as loan when a new loan is added in SQL Server. This ensures accurate tracking and enhances your customer management process.
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Overview
Update your contacts in Follow Up Boss by changing their status to closed and tagging them as loan when a new loan is added in SQL Server. This ensures accurate tracking and enhances your customer management process.