FLG + SignRequest
Send SignRequests from template in SignRequest when lead status changes in FLG
Streamline your sales process with this efficient workflow. When a lead status change occurs in FLG, it triggers the sending of a SignRequest from a pre-set template, making your document management more efficient. Perfect for those in fast-paced sales environments, this workflow helps maintain a swift and systematic communication line with your prospects.
Streamline your sales process with this efficient workflow. When a lead status change occurs in FLG, it triggers the sending of a SignRequest from a pre-set template, making your document management more efficient. Perfect for those in fast-paced sales environments, this workflow helps maintain a swift and systematic communication line with your prospects.
- When this happens...Lead Status Changed
Triggers when a lead's status is changed.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Try ItMetadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: ReferenceRequired
Metadata Field: Lead Type
Metadata Field: Status
Team
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Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Try ItSkip Test Msg
Metadata Field: Lead GroupRequired
Metadata Field: Lead Type
Metadata Field: Status
Metadata Field: Reference
Standard Field: First Name
Standard Field: Last Name
Metadata Field: Company Name
Standard Field: Email
Standard Field: Telephone No.
Standard Field: Address Line 1
Standard Field: Postcode
Metadata Field: Date Created - Start.
Metadata Field: Date Created - End.
Team
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