Capture client intake info in Follow Up Boss, and send email notifications via Gmail
Capture client intake info in Follow Up Boss, and send email notifications via Gmail
Capture client intake information when your pipeline stage updates in LeadConnector. Create a note in Follow Up Boss and send a notification email via Gmail to ensure your team stays informed and engaged.
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Overview
Capture client intake information when your pipeline stage updates in LeadConnector. Create a note in Follow Up Boss and send a notification email via Gmail to ensure your team stays informed and engaged.