How to Re-Engage a Lead
Updated
What is a Trigger Link?
Trigger links are dynamic urls generated on the fly and are tied to a specific contact/lead. They can be used in our backend automation to perform very specific actions related to the contact/lead. Basically, the url has special code tied to it that knows every detail about the contact/lead.
What does this Trigger Link do?
- The lead will be removed from the Realtor Pipeline in Opportunities.
- The lead will be added back to the ISA Pipeline in Opportunities.
- A follow up task will be added to the ISA queue if (and only if) you include a note with some context in the "Note to ISA" field.
