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Assisted actions flow (Manual add form (Probably met in person) (Have you…
Assisted actions flow
Manual add form (Probably met in person)
Have you introduced yourself to Ryan?
Yes
Are you ready to meet with Ryan?
More optons...
Remind me later...
Add a note
Add a task
Send a quote
Send an email
Move to stage
Clients
Are you ready to invoice Ryan?
Yes
1 more item...
No
7 more items...
Invite Ryan to meet
How was your appointment with Ryan?
Add a note
Are you ready to send a quote to Ryan?
Send a quote
2 more items...
More options...
5 more items...
Add a task
Send a follow up email
Ryan hasn't scheduled yet
No
Send intro email to Ryan
Import
Lead gen form
Referral - LM
Keap app - business card scan
SmartForm - LM
Meeting Invite
Send quote
Send introduction
Time dalay
Time delay
Send invoice
Meeting scheduled