Handle new Credit Repair Cloud leads by stopping conversations in Verse
Streamline your lead management process in Credit Repair Cloud by efficiently handling unqualified leads with Verse. This workflow activates when a new lead is added in Credit Repair Cloud, promptly stopping the conversation and marking the lead as unqualified in Verse. Focus on nurturing quality leads and enhancing your credit repair services with this seamless automation.
Streamline your lead management process in Credit Repair Cloud by efficiently handling unqualified leads with Verse. This workflow activates when a new lead is added in Credit Repair Cloud, promptly stopping the conversation and marking the lead as unqualified in Verse. Focus on nurturing quality leads and enhancing your credit repair services with this seamless automation.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Stop Conversation (Unqualify)
Stop conversation and unqualify a lead.
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address