Settings
Choose a settings area, make the change, then move on without digging through one long page.
Follow-Up Process
The no-contact branch is editable here. Change the step objects to change the process.
No-Contact Branch
No-Contact Follow-Up Branch
Editable no-answer branch: day 1 text/email/call, day 2 two touches, day 3 two touches, day 4 break-up contact.
First Attempt
3 touchesDay 1: text, email, and at least one call.
Day 1 text
Immediately
Day 1 email
Immediately
Day 1 call
Immediately
Second Attempt
2 touchesDay 2: two follow-up touches.
Day 2 text
1 day
Day 2 call
Immediately
Third Attempt
2 touchesDay 3: two follow-up touches.
Day 3 text
1 day
Day 3 call
Immediately
Break-Up Contact
1 touchDay 4: close the loop if they have not engaged.
Day 4 break-up text
1 day
Keep Warm Follow-Up
Weekly local starter touch for quiet prospects.
keep warmActive1 step
Keep Warm Follow-Up
Weekly local starter touch for quiet prospects.
No-Contact Follow-Up Branch
Editable no-answer branch: day 1 text/email/call, day 2 two touches, day 3 two touches, day 4 break-up contact.
new leadActive8 steps
No-Contact Follow-Up Branch
Editable no-answer branch: day 1 text/email/call, day 2 two touches, day 3 two touches, day 4 break-up contact.
No-Show Follow-Up
Low-pressure follow-up after a missed scheduled showing.
tour no showActive1 step
No-Show Follow-Up
Low-pressure follow-up after a missed scheduled showing.
Tour Reminder
Confirmation and reminder sequence once a tour is scheduled.
tour scheduledActive1 step
Tour Reminder
Confirmation and reminder sequence once a tour is scheduled.