Lead Management & Nurturing

Lead status updates and pipeline movement notification

admiJuly 6, 20251 min read

Lead source tracking and reporting

admiJuly 6, 20251 min read

Lead Management & Nurturing

Duplicate lead detection and merging

admiJuly 6, 20251 min read

Lead Management & Nurturing

Integration with third-party lead sources

admiJuly 6, 20251 min read

Lead Management & Nurturing

Drip email and SMS follow-up sequences for leads

admiJuly 6, 20251 min read

Lead Management & Nurturing

CRM record creation and updating

admiJuly 6, 20251 min read

Lead Management & Nurturing

Automatic lead capture from website forms and ads

admiJuly 6, 20251 min read

Lead Management & Nurturing

Automated lead qualification and scoring

admiJuly 6, 20251 min read

Lead Management & Nurturing

Notifications to staff on new high-value leads

admiJuly 6, 20251 min read

Lead Management & Nurturing

Re-engagement emails for cold or inactive leads

admiJuly 6, 20251 min read

Lead Management & Nurturing

Scheduling automated consultations or discovery calls

admiJuly 6, 20251 min read

Lead Management & Nurturing

Segmentation of leads by interest (meditation, personal development, education)

admiJuly 6, 20251 min read

Lead Management & Nurturing

Lead status updates and pipeline movement notification

Lead source tracking and reporting

Duplicate lead detection and merging

Integration with third-party lead sources

Drip email and SMS follow-up sequences for leads

CRM record creation and updating

Automatic lead capture from website forms and ads

Automated lead qualification and scoring

Notifications to staff on new high-value leads

Re-engagement emails for cold or inactive leads

Scheduling automated consultations or discovery calls

Segmentation of leads by interest (meditation, personal development, education)

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