Act! 365
Firmao

Act! 365 + Firmao Integration

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Act! 365 + Firmao Integration

Create Firmao task for new Act! 365 contact

In Act! 365, when you create a contact, it automatically creates a task in Firmao for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Act! 365
Firmao

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