✔ Add Auto Text + Auto Tag to Phone Lead Column
Completed by Alyssa W.
- Assigned to
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Isaac K.
- Due on
- Notes
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Hi
!
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!!
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.