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.

Create notes, wait for time, filter by lead status, and subscribe leads to follow up workflow

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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.

Create notes, wait for time, filter by lead status, and subscribe leads to follow up workflow