Nix Riverside Leads

Flow Summary

(Entering lead on form starts flow)

If EAST lead receives:

• Schedule 1
• Schedule Reminder
• Schedule Reminder 2

EAST schedules on this page

If WEST lead receives:

• Schedule 1
• Schedule Reminder
• Schedule Reminder 2

WEST schedules on this page

Manual follow-up/confirm

• If lead schedules, sharpspring@nixdoor.com will receive a calendar event
  • Call lead to confirm appointment
• If lead does NOT schedule, Daniel receives a phone task in SharpSpring
• Update/confirm current lead status in “Schedule Activation Appointment”
  • SharpSpring > Contacts > Select Contact > Custom Fields > Scheduled Activation Appointment?

Sell Surround Sound

(Lead’s status update initiates these emails to send)

Lead receives:

• Surround Sound 1
• Surround Sound 2