Update client status in Flodesk when a package is confirmed in Practice Better
Update client status in Flodesk when a package is confirmed in Practice Better
Update your client status by adding confirmed package clients to your current clients list in Flodesk and removing them from the month funnel workflow in Practice Better for clearer reporting and improved client management.
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Overview
Update your client status by adding confirmed package clients to your current clients list in Flodesk and removing them from the month funnel workflow in Practice Better for clearer reporting and improved client management.