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Create Salesforce task for new Salesflare person
In Salesflare, when you create a person, it automatically creates a task in Salesforce for that person. 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 person on their person profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
