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To make your practice run smoothly and efficiently, link organizers to jobs to get all the basic information you need from clients when you need it. And use Automove to make jobs automatically move to the next pipeline stage once a client submits their organizer.
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Organizers (Advanced): Link to Jobs & Set Up Automove
To make your practice run smoothly and efficiently, link organizers to jobs to get all the basic information you need from clients when you need it. And use Automove to make jobs automatically move to the next pipeline stage once a client submits their organizer.
