Notify team members, create tasks, send messages, and invite clients to group
Notify team members, create tasks, send messages, and invite clients to group
Manage your client onboarding by updating LeadConnector when a pipeline stage changes, creating tasks in ClickUp, notifying your team via Slack, and inviting members to your Skool group for richer engagement.
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Overview
Manage your client onboarding by updating LeadConnector when a pipeline stage changes, creating tasks in ClickUp, notifying your team via Slack, and inviting members to your Skool group for richer engagement.