High-Level Training
Date: 4.15.21
Time: 10am pst
-using "stale opportunity" recommended, column name
-"when the lead in the pipeline stage lead in is 1 day old it will put them in a campaign that's going to force call and maybe even text and it will say Day 1 follow up with lead (message is to client)"
-"force call" calls office and says press 1 to connect
Hot Lead Trigger
-if the client replies to the initial opt-in campaign text it will move into hot lead column
Plug-in available for putting dates on the client tiles/cards
Tags <--useful for organization but for it to be automated we need to be sure to automate the first two triggers recommended for "hot leads" and "stale opportunities"
Time: 10am pst
-using "stale opportunity" recommended, column name
-"when the lead in the pipeline stage lead in is 1 day old it will put them in a campaign that's going to force call and maybe even text and it will say Day 1 follow up with lead (message is to client)"
-"force call" calls office and says press 1 to connect
Hot Lead Trigger
-if the client replies to the initial opt-in campaign text it will move into hot lead column
Plug-in available for putting dates on the client tiles/cards
Tags <--useful for organization but for it to be automated we need to be sure to automate the first two triggers recommended for "hot leads" and "stale opportunities"