Settings tab

Plan Name: 19. FastExpert, Sold.com and Other Referral Sites

Target Lead Type: Include one of Buyer, Seller

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.