Update Follow Up Boss contacts stage when lead details get updated in CINC
Stay on top of your lead management with this easy-to-use workflow. When lead details are updated in CINC, it seamlessly prompts a change of stage for the corresponding contact in Follow Up Boss. This helps ensure that your team is always working with the most current and accurate information, enhancing your overall sales efficiency and customer relationships.
Stay on top of your lead management with this easy-to-use workflow. When lead details are updated in CINC, it seamlessly prompts a change of stage for the corresponding contact in Follow Up Boss. This helps ensure that your team is always working with the most current and accurate information, enhancing your overall sales efficiency and customer relationships.
- When this happens...Lead Details Updated
Triggers when a lead's information is updated. I,E changing a lead's phone number.
- automatically do this!Change Stage of a Contact
Changes the stage of an existing contact.
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