Sales Conversion Rates Now Available With Appts From Highlevel

Sales Conversion Rates Now Available With Appts From Highlevel

Glen

Nov 30, 2023

Opdates

Purple Flower
Purple Flower
Purple Flower

You can directly integrate High Level to track all your appointments directly inside Optimate! Simply visit Settings > Integrations > Appointments, and connect HighLevel. Then, go to Appointments > Events to define which events should be treated as Sales calls.
NOTE: Only Account Owner roles are able to add or edit integrations  

Enjoy!

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