Automation Rules allow you to choose triggers and actions on how leads should be managed, where they should go, or who should be notified.
Choose a trigger, for example the submittion of a form
Check for additional criteria, for example a good Heat Score
Now set things into motion, like creating a Call Task
Using Automation Rules alongside your day-to-day operations allows sellers to focus their energy on potential customers, rather than getting lost in lead management and prioritization based on gut feeling.Learn How