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Demo: Lone Star Trades /
  • ET--:--calling hours closed
  • CT--:--calling hours closed
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Live demo. Every business, inbox and number here is invented, and nothing you do sends anything. Click anything; it resets on its own.

Every person who entered, newest first, and what each step did for them. Messages show as queued here; whether they went out is on the contact.

Add people

      1. Task: Call {{full_name}} now (new lead)Done: Call Laura Kim now (new lead)Nov 12, 12:42 AM
      2. Email: Thanks for reaching out, {{first_name}}Done: Queued to laura@nguyenplumbinggas.exampleNov 12, 12:42 AM
      3. Wait 1 dayWaiting until Nov 13, 12:42 AMNov 12, 12:42 AM
      4. Wait 1 dayDoneNov 13, 12:42 AM
      5. If has an upcoming bookingNo: Has an upcoming bookingNov 13, 12:42 AM
      6. Email: Still want to talk, {{first_name}}?Done: Queued to laura@nguyenplumbinggas.exampleNov 13, 12:42 AM
      7. Add tag needs-follow-upDone: needs-follow-upNov 13, 12:42 AM
      Open contact
    ↑ ↓ to move↵ to openg then a letter jumps