LeadSourcesManagement | Client Intake Pro
The ultimate client consultation manager, designed to streamline your workflow.
Data types
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TrustConsultation
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TrustProduct
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FollowUpTask
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ChatConversation
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ChatMessage
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KnowledgeBaseArticle
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UserOnboarding
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WebinarAttendee
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WebinarCallLog
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Note
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ChecklistItem
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SyncLog
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TaskTemplate
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Contact
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SalesClientChecklist
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UpsellChecklist
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AppointmentsConfirmed
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ServiceAgreement
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ReminderSettings
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KPIMetric
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LeadActivity
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FollowUpTemplate
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FollowUpSequenceLog
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TagOwnerRule
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OwnerSourceConfig
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GHLOwnerMap
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SystemAlert
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ConsultationTransferAudit
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RepScorecard
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TeamNote
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TeamNotification
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PerformanceGoal
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LeadSource
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PaymentTransaction
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CommissionPayout
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CommissionLedger
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CoachingInsight
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Invoice
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Franchise
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NewClientChecklist
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RetentionCall
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SalesDocument