DeltaNet CRM + Follow Up Boss
Manage new leads in DeltaNet CRM by applying action plans to contacts in Follow Up Boss
Manage your leads more efficiently with this powerful workflow. When a new lead is registered in DeltaNet CRM, it activates a specific action plan for the contact in Follow Up Boss. This streamlined process ensures you react immediately and effectively, enhancing your lead nurturing efforts and ultimately improving conversion rates.
Manage your leads more efficiently with this powerful workflow. When a new lead is registered in DeltaNet CRM, it activates a specific action plan for the contact in Follow Up Boss. This streamlined process ensures you react immediately and effectively, enhancing your lead nurturing efforts and ultimately improving conversion rates.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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Processed/Unprocessed Lead
Request Type
Request Source
Customer Group
Showing Type
Assigned Agent
Office
Assignment Type
Try ItFirst NameRequired
Last NameRequired
emailRequired
Cell Phone
Daytime phone
Evening Phone
Note
customer_emailRequired
Blog IdRequired
EmailRequired
Group IDRequired
Processed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try Itcustomer_emailRequired
NoteRequired
Date
Customer emailRequired
Start DateRequired
RepeatRequired
End Date
ActionRequired
Note
Start dateRequired
End dateRequired
Event TitleRequired
Event Info
About DeltaNet CRM
DeltaNET CRM App is CRM and leads management tool for real estate agents.
Related categories
About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.