How to Set Up Automate Tasks When a Lead Comes in?
25th Mar, 2023

March 25, 2023 By Sharad Mehta Comments are Off
This can be set under Global Task. This feature allows you to create an auto-task for leads under a certain category/status. Let’s say you wanted to add a global task under no contact made, this task will now show up to all leads that are under that status.
By setting up tasks one time, you can automate the follow-up process for all leads in your pipeline. This ensures that essential tasks, such as ordering inspections or confirming water bill payments, are completed for every property. Thanks!
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Address:
8410 Kennedy Avenue
Highland, IN 46322
Text Us:
(619) 786-3482
Email:
support@REsimpli.com
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