✔ High Level- set up trigger events
Completed by Vania J.
- Assigned to
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Isaac K.
- Notes
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Can we set up a trigger event where...
1) once a client tile is moved into "2nd Attempt" column in pipeline, it will send out "2nd attempt-text" template as a text the next day.
2) once a client tile gets moved into "3rd attempt" column in pipepline , text template " 3rd attempt-text" gets sent out to them 3 days later.
The client does not want to have to manually send out follow-up texts to leads so we are trying to automate much of the current lead protocol process.
Comments & Events
Vania J completed this to-do.