Popular Follow Up Boss + Groove Workflows
Create Groove ticket for new Follow Up Boss deal
A solution to this problem is to create a ticket in Groove whenever an deal is created in Follow Up Boss. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.
See Follow Up Boss IntegrationsGroove is a simple helpdesk for SaaS and eCommerce businesses. It helps you manage all your customer support requests in one place and provide better customer support, improving your overall business.
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