Step 3
Setting Up Automated Follow-Up Actions
๐น Go to Workflow Automation and select Follow-Up Sequences to create a structured follow-up strategy.
๐น Define triggers for follow-up actions, such as:
- After 24 hours of first contact, send an automated email.
- After 3 days of no response, schedule a follow-up call.
- After 7 days of no conversion, send a personalized discount offer.
๐น Configure task reminders to notify sales agents when a follow-up is due.
Example: A sales manager may have access to configure lead assignment automation, while a sales agent only receives automated task notifications.
