Schedule A Consult Workflow and Emails

Created by Amber Smith, Modified on Thu, 13 Nov at 1:31 PM by Amber Smith

This training dives into the automation triggered when you enter a brand new prospect into the system through the Networking Quick Add form and the nurture sequence that follows to secure that follow-up call. You’ll see how the system sends personalized invitations and follow-ups—and how it sets the tone for a high-conversion sales conversation.