Manage leads in Close, filter criteria, find workflow subscription, and subscribe to workflow
Manage leads in Close, filter criteria, find workflow subscription, and subscribe to workflow
Manage your leads by subscribing them to specific workflows when they enter a designated status in Close. Filter leads based on referral criteria to ensure targeted engagement and improve your onboarding process.
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Overview
Manage your leads by subscribing them to specific workflows when they enter a designated status in Close. Filter leads based on referral criteria to ensure targeted engagement and improve your onboarding process.