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Triggers when Lead stage is changed to Won stage.
Triggers when a new lead is added to HelloLeads CRM.
Creates a new lead.
Create a New Project and also optionally set other information, such as customer info, sales rep info.
Update a Project, such as name, information of customer, sales rep...
Add a collaborator to the specified project.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.
Learn MoreArcSite is the all-in-one drawing & mobile sales platform for service professionals including mobile drawing, estimation, and takeoff tools.
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