1 min read
Automatically schedule a new lead’s first follow-up for tomorrow
Eligible new leads get their card follow-up date set to tomorrow.
Before you start
- An existing pipeline available to your account.
Step by step
Open Auto follow-up for the pipeline receiving leads.
Enable New leads get a follow-up for tomorrow.
Review the day-0 follow-up and sending window.
Click Save and check dates on newly received leads.
Check your result
Eligible new leads get their card follow-up date set to tomorrow.
What you need to know
- Day 0 uses the card date: tomorrow in this case; D+1 uses the day after it.
- If the lead writes again after arriving, this first-contact sequence does not start.