Create deadlines for new Credit Repair Cloud leads with Deadline Funnel
Effortlessly manage your new leads from Credit Repair Cloud and ensure timely follow-ups with this seamless workflow. When a new lead is added in Credit Repair Cloud, a deadline will be automatically initiated in Deadline Funnel. This efficient process will help you stay organized, prioritize tasks, and engage with potential customers in a timely manner.
Effortlessly manage your new leads from Credit Repair Cloud and ensure timely follow-ups with this seamless workflow. When a new lead is added in Credit Repair Cloud, a deadline will be automatically initiated in Deadline Funnel. This efficient process will help you stay organized, prioritize tasks, and engage with potential customers in a timely manner.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Start Deadline
Starts a deadline for a specific lead.
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- 14 day trial for premium features & apps
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