Elite Dermatology - www.elitedermatology.com

Free microwebsite - Ad set up -Ad management We need to be super sharp on this as is other location is being served by Merkava.

High Level- set up trigger events

Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
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

Isaac Klausnser, Medstar
Vania J, Medstar Vania - DONE
Vania J, Medstar
Vania J completed this to-do.