How can we improve Sell?

Marketing automation

Be able to set automated emails/texts/tasks in the future...

i.e. for a specific client I talk to I will add them to an email drip to hear about a specific topic for next 6 months...

So if I add a new lead and it matches a criteria it will text/email them with a saved template

Then will give me a task to call them 3 months later to follow up. .

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Nathan shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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