Create client and project in Timely when new account is added in Salesforce
Create client and project in Timely when new account is added in Salesforce
Create new pre-sales projects and clients in Timely Time Tracking when a new account is added in Salesforce. This accelerates the onboarding process for new customers, ensuring a smoother transition and better engagement.
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Overview
Create new pre-sales projects and clients in Timely Time Tracking when a new account is added in Salesforce. This accelerates the onboarding process for new customers, ensuring a smoother transition and better engagement.