✔ high level trigger set-up
Completed by Vania J.
- Assigned to
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Isaac K.
- Notes
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as mentioned in the MD Body task, which is similar...
Isaac
Can you set up an email notification for the "Weekly Attempt" and "30-Day Follow-Up"? W
hen the lead gets moved in an email notification reminder gets sent to follow up with the lead at 7 days and 30 days respectively. Same as the others, please and thanks.
The columns are already created in the core pipeline.
In the body of the email can the lead name be auto-generated? So kind of like...
Subject: Weekly follow up
Body:
{{contact.first_name}}{{contact.last_name}}
{{contact.phone_number}}
Subject: 30-day follow-up
Body:
{{contact.first_name}}{{contact.last_name}}
{{contact.phone_number}}
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Vania J completed this to-do.