Chris O’Connor asked us, “I am confused on how to start a campaign that will solicit my client base for estate planning. I know it used to be called a “Campaign”. What is it now and where do I find it?”

“You’d want to create a workflow. Inside a workflow, you can schedule emails, texts, voicemails, and even direct mail 🙂
The workflows are under “Automation” on the left-hand side”

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