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Create a new enquiry reply

Answer every new enquiry instantly, even out of hours, with a personal email or text.

Table of Contents
  • Create a workflow with a new lead as the trigger.

  • Filter by source, if needed.

  • Send an email or text with what happens next.

  • Add a task for the lead's owner.

  • Test, then click Publish.

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Next, read Create a won lead message.