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Lead Status and using status to trigger

need to be able to add more lead statuses.

I want a closed purchase, closed refi and closed went with competitor for example

We should be able to trigger campaigns based off of lead status so once a loan is closed it goes into a long term follow-up automatically.

Also should be able to trigger a campaign for everyone for birthdays, shouldn't have to add that manually to each client.

  • Guest
  • Jul 9 2022
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