Evaluate and update lead status in Lofty based on Smart Plan actions
Evaluate and update lead status in Lofty based on Smart Plan actions
Evaluate leads in Lofty by triggering updates when specific Smart Plan steps are executed. Find and update lead statuses based on defined criteria to ensure effective tagging and follow-up, enhancing your lead management process.
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Overview
Evaluate leads in Lofty by triggering updates when specific Smart Plan steps are executed. Find and update lead statuses based on defined criteria to ensure effective tagging and follow-up, enhancing your lead management process.