Automate Your Follow Up Process

The follow up builder is a super powerful tool that will allow you to automate your follow up system and create highly personalized workflows that make sure your prospects don’t fall through the cracks!

Create new statuses

Creating custom statuses for your business and your specific needs is easy. Go to Settings > Follow-up Builder Click the green tab with a “+” to create a custom status. Once you do that, you can click the edit icon next to the newly created status. When you do, you’ll see the following things to edit: […]

Setting up your email templates

You have full control over your automated emails. You can adjust the timing of when they are sent, the email address they are sent from, their subject line, and the content of the emails themselves. Go to Settings > Follow-up Builder Enable the emails within the statuses that make the most sense to you. Edit […]