Dee Flowers asked us, “Apologize in advance if I have missed this, but is there a workflow/campaign that specifically lays out the sequence of responding to a ‘new lead’, meaning never contacted this person before? TIA”
“Yes go to workflow and download your field (insurance, realtor etc) then edit and read them and add your personal stuff. Most are prefilled but check them. This will show you the flow of it and you can adjust from there. Hope this helps.
Also check out Pipelines. That gives you a good idea too for flow. 🙂”