Settings tab
Plan Name: 13. Homeowners
Target Lead Type: Include one of Direct Website, Epique, Facebook, Google, Organic Website, Website, Zapier
Plan Scope (my plan)
Auto Apply: (configure settings) takes you to the Trigger tab.
Auto-Pause: Toggle on for when
- The lead responds/reaches out
- An outbound call is logged as "Talked"
- The lead's pipeline changes
Trigger tab
- Pipeline: New Leads
- Source, Is: Direct Website, Epique, Facebook, Google, Organic Website, Website, Zapier
- With Another Agent, Is: Any
- Has Assigned Lender, Is: Any
- Toggle Auto Apply on this to on.
Actions
These are the steps in the campaign and each step is included in the following expandable tabs down.