Type | When | Last Editor | Nickname | Action | Active |
---|---|---|---|---|---|
Auto-Text | 4h Before Appt | Ayman Moussa | Confirm Appt | ||
Call | 1d Before Appt | Ayman Moussa | Reminder Call | ||
Auto-Email | 0h After Lead | Nicole France | Welcome Email | ||
ToDo | 1d After Lead | Ayman Moussa | Assign Rep | ||
3d After Lead | Nicole France | Incentive Email |
Type | When | Last Editor | Nickname | Action | Active |
---|---|---|---|---|---|
Immediately | Ayman Moussa | Used Welcome | |||
ToDo | 1d After | Nicole France | Set Reminder | ||
Call | 2d After | Nicole France | 1st Follow-Up | ||
Auto-Email | 3d After | Nicole France | Discount Email | ||
Call | 5d After | Ayman Moussa | Manager Follow-Up |
Type | When | Last Editor | Nickname | Action | Active |
---|---|---|---|---|---|
Auto-Email | Same Day | Nicole France | Thank You | ||
Call | 2d After | Ayman Moussa | CSI Call | ||
ToDo | 3d After | Nicole France | Review Feedback | ||
5d After | Ayman Moussa | Service Coupon | |||
Call | 7d After | Nicole France | Follow-Up Call |