Create BoondManager opportunities for new Occasion booking
In your business, you may need to track when someone is invited to an booking. You can do this by creating a opportunities in BoondManager.
But manually creating a opportunities can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an booking is created in Occasion, it will trigger a corresponding opportunities creation in BoondManager.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunities, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
See moreBut manually creating a opportunities can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an booking is created in Occasion, it will trigger a corresponding opportunities creation in BoondManager.
This makes it easy to keep track of all the interactions that person has with your company. By using opportunities, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
