Create notes, wait for time, filter by lead status, and subscribe leads to follow up workflow
Create notes, wait for time, filter by lead status, and subscribe leads to follow up workflow
Manage your leads by creating a new note in Close, then wait for a specified time before filtering based on lead status. Subscribe the lead to a follow-up workflow for improved engagement and timely follow-ups.
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Overview
Manage your leads by creating a new note in Close, then wait for a specified time before filtering based on lead status. Subscribe the lead to a follow-up workflow for improved engagement and timely follow-ups.