Nix Riverside Leads

Flow Summary

(Entering lead on form starts flow)

If EAST lead receives:

EAST schedules on this page


If WEST lead receives:

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: