Create Checkvist list for new Referral Rock contact
When you create a new contact in Referral Rock, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.
You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Referral Rock and Checkvist!
See moreYou can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with Referral Rock and Checkvist!
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