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Galaxy Shot / Exosome P-Shot, Contact Created, AND “in los angeles?” is…
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Hormones - Female
New Lead
Hot Lead
Contacted
Connected With Sales
Booked for Consultation
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Whenever Opportunity created/updated in this stage. It Sends Email: [BOOKED NW APPT] Congrats on consulting
Add tag "scheduled consult" > Sends SMS "congrats on booking"
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Hormones - Men
New Lead
Hot Lead
Contacted
Connected With Sales
Booked for Consultation
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Whenever Opportunity created/updated in this stage. It Sends Email: [BOOKED NW APPT] Congrats on consulting
Add tag "scheduled consult" > Sends SMS "congrats on booking"
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Whenever contact created with tag “hormone optimization (women)” OR the field “seeking treatment for” is “hormone optimization (women)”
It creates opportunity in this stage
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Whenever contact created with tag “novomale” OR “novomale quiz” OR the field “Seeking Treatment for” = Hormone Optimization (Men)
It creates opportunity in this stage
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Whenever any tag change happened on contact and have "lead status" field = "booked consult"
It creates opportunity in this stage
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Whenever Call status is "completed" and that lead is in "HORMONES FEMALE" pipeline
It creates opportunity in this stage
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Whenever Call status is "completed" and that lead is in "HORMONES MEN" pipeline
It creates opportunity in this stage
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Whenever Call status is "completed" and that lead is in "HORMONES FEMALE" pipeline
It creates opportunity in this stage
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Whenever Call status is "completed" and that lead is in "SHOCKWAVE LEADS" pipeline
It creates opportunity in this stage
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If the opportunity is stale in this pipeline for 30 days and doesn't have tag "replied' and the (time right now) is between 9am - 5pm. it creates opportunity in this stage
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If the opportunity is stale in this pipeline for 30 days and doesn't have tag "replied' and the (time right now) is between 9am - 5pm. it creates opportunity in this stage
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If the opportunity is stale in this pipeline for 30 days and doesn't have tag "replied' and the (time right now) is between 9am - 5pm. it creates opportunity in this stage
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If the opportunity is stale in this pipeline for 30 days and doesn't have tag "replied' and the (time right now) is between 9am - 5pm. it creates opportunity in this stage
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If the opportunity is stale in this pipeline for 30 days and doesn't have tag "replied' and the (time right now) is between 9am - 5pm. it creates opportunity in this stage
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If the opportunity is stale in this pipeline for 30 days and doesn't have tag "replied' and the (time right now) is between 9am - 5pm. it creates opportunity in this stage
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Contact changed with “getmyprotocol: type of ED” to “peyroni’s Disease” & tag “getmyprotocol” added & “in los angeles?” = “can travel”
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Customer sends us a message and have phrase [address,location,located]
Sends sms:
We're located at {{location.address}} in {{location.city}}, {{location.state}}.
Another SMS after 1 day:
Hi {{contact.first_name}}, don't forget to book a time for your phone consultation! It takes 30 seconds. Are you free to chat?
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when tag “fu” added
Sends sms after 1 day:
Hey how's it going, {{contact.first_name}}, it's Cam with The Novus Center. I wanted to see if you had any other additional questions about our treatments?
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