Send Go4Clients DRIP ( combination of CALL + SMS + EMAIL in any order) to a lead created in Copper
Send Go4Clients DRIP ( combination of CALL + SMS + EMAIL in any order) to a lead created in Copper
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When a lead is created in Copper, Go4Clients will send a DRIP ( combination of EMAIL + SMS + Call in any order ) to the lead. The call could include IVR to transfer the call to one of your sales representatives. You can close the sale immediately.
Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Converts a selected lead to a person in the system (optionally assigns company and opportunity).
Creates a new activity.
Creates a new company.
Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people to people referrals, assignments, managers, investors and more.
Creates a new lead.
Creates a new opportunity.
Creates a new person.
Creates a new project.
Creates a new task.
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