Step of sending the Lead to the CRM - Spotter V2

Created by Andre Greiner, Modified on Tue, 25 Apr, 2023 at 2:09 PM by Andre Greiner

You can choose at which stage the Lead will be sent to the CRM integrated with Exact Spotter, access the menu  Settings  Manage Integrations > CRM.  


 

In the Step for Sending Leads to CRM field, choose one of the options and click Save Changes.





 




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