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Demo: Lone Star Trades /
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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. Make them a customerDone: customerNov 15, 7:35 AM
      2. Add tag customerDone: customerNov 15, 7:35 AM
      3. Create deal: {{company}} onboardingDone: Tasha’s Roofing Co onboardingNov 15, 7:35 AM
      4. Task: Book the kickoff call with {{full_name}}Done: Book the kickoff call with Tony RamirezNov 15, 7:35 AM
      5. Wait 14 daysWaiting until Nov 29, 7:35 AMNov 15, 7:35 AM
      Open contact
    ↑ ↓ to move↵ to openg then a letter jumps