‹ Home
Exported

Uptown BK - William W - www.uptownbankruptcy.com

Split from other WW BC3 account - We are running ads for them.
Chris Zelig, MedstarIsaac Klausnser, MedstarHector Mota, Operations Manager at MedstarJonnamae Jumawan, MedstarShane Quast, MedstarCharmae Arcayan, MedstarVania J, MedstarKamie Allen, Content ManagerSelena Vujatov, MedstarAlyssa Workman, MedstarIvonne Ackerman, Medstar
From the list: Digital Marketing Set Up

✔ create automated event in High Level

Vania J. added this on
Completed by Vania J.
Assigned to
Isaac Klausnser, Medstar Isaac K.
Notes
Hi Isaac Klausnser, Medstar Isaac , can we create an automated event that once a client card is added to the column "7 day follow-up" in the core pipeline an email notification is sent to info@uptownbankruptcy.com that says "call lead" and shows the lead's name?
Is there a way to set up that notification to repeat every 7 days until the client card is moved out of that column?

Comments & Events

Isaac Klausnser, Medstar Isaac Klausnser
Vania J, Medstar Vania - Yes, it's doable except for the last part i.e "repeat every 7 days".
Notified 1 person
Vania J, Medstar Vania J
ok! Thanks! Let's do it, please. And CRMC wants something similar so I'll create the task for that now
Notified 1 person
Isaac Klausnser, Medstar Isaac Klausnser
Vania J, Medstar Vania - OK. Will do. Thanks.
Notified 1 person
Isaac Klausnser, Medstar Isaac Klausnser
Vania J, Medstar Vania - DONE
Notified 1 person
Vania J, Medstar
Vania J completed this to-do.