Create or update client in Pixie, and start follow up job when new proposal is generated in GoProposal
Create or update client in Pixie, and start follow up job when new proposal is generated in GoProposal
Create or update prospective clients in Pixie and initiate follow-up jobs when a new proposal is generated in GoProposal. This boosts your client management efficiency and accelerates your follow-up process.
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Overview
Create or update prospective clients in Pixie and initiate follow-up jobs when a new proposal is generated in GoProposal. This boosts your client management efficiency and accelerates your follow-up process.