Create home profile in Homebot for client from Sierra Interactive lead tag
Create home profile in Homebot for client from Sierra Interactive lead tag
Create a home profile for your clients in Homebot when a lead in Sierra Interactive is marked as closed. This ensures client information is current and accessible, enhancing your onboarding process and improving client engagement.
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Overview
Create a home profile for your clients in Homebot when a lead in Sierra Interactive is marked as closed. This ensures client information is current and accessible, enhancing your onboarding process and improving client engagement.