Create Follow Up Boss task for new Invoiced payment
Creating a task also allows you to track the progress of the payment and ensure that it is processed properly. Don't forget to include a due date so that your team knows when it is due!
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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 IntegrationsAutomate your invoice flow. Invoiced automatically tracks how much time you are working on a client's project, sends invoices when appropriate, and lets you know when one has been paid or is overdue.
See Invoiced IntegrationsMost upvoted product of the month
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