Send welcome email for new leads, wait, find existing task, and update task with new information
Send welcome email for new leads, wait, find existing task, and update task with new information
Send a welcome email to your leads using Close, then wait briefly before checking for any existing tasks related to them. Update those tasks with new information to ensure better follow-up and engagement.
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Overview
Send a welcome email to your leads using Close, then wait briefly before checking for any existing tasks related to them. Update those tasks with new information to ensure better follow-up and engagement.