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Beauty Bar Clinics - www.beautybarclinics.ca - Judi

Website Design & Development * Digital Marketing Set Up (One-Time Fee) * Digital Marketing Monthly Management * Final URL for Ads: https://go.beautybarclinic.com/
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, MedstarElizabeth RuffaBrittany Redding, Digital Marketing Manager at MedstarJenna Maschino, Senior Support Specialist at MedstarJudi Vallano, Medstar +1 others
From the list: Front Desk Support

✔ Add Auto Text + Auto Tag to Phone Lead Column

Jessica M. added this on
Completed by Alyssa W.
Assigned to
Isaac Klausnser, Medstar Isaac K.
Due on
Notes
Hi Isaac Klausnser, Medstar Isaac !

I've created a text template called "Phone Lead Auto Text Template" and a new column in their Pipeline called "Phone Leads".

Can we set up a process so that when a lead is moved from New Leads into the Phone Leads column, they are auto tagged with "phone lead" and then sent the text template 2 days later?

Thanks!!

Comments & Events

Jessica Marino, Digital Marketing Coordinator at Medstar Jessica Marino, Digital Marketing Coordinator
Isaac Klausnser, Medstar Isaac  
Notified 1 person
Isaac Klausnser, Medstar Isaac Klausnser
Jessica Marino, Digital Marketing Coordinator at Medstar Jessica - DONE.

I have set the automated text go out exactly at 1:00pm (Mon-Fri). Let me know if you need me to make any changes in this time window. Thank you.
Jessica Marino, Digital Marketing Coordinator at Medstar thank u!!!
Notified 1 person
Alyssa Workman, Medstar
Alyssa Workman completed this to-do.