Need to think through this flow.
we will probably need to introduce a new settings flow under PolicyLink. Need to have the ability to select pipeline and stage for new leads and which stage to move it to for existing leads.
need to be able to add tags in agencyzoom
Please authenticate to join the conversation.
π§ In Review
π Integrations
PolicyLink
Almost 2 years ago
Linear
Get notified by email when there are changes.
π§ In Review
π Integrations
PolicyLink
Almost 2 years ago
Linear
Get notified by email when there are changes.