Example: Automated Item - Tour
In the Tour stage, the prospect has booked an appointment to come in and tour the facility. The example below follows up with a text message midway through their trial.
1. Status: For prospects in the Tour stage.
2. Run at & Date Time: The To Do reminder will be prompted immediately when the prospect enters the Tour stage.
3. Kind: A To Do reminder will be prompted
4. Label: The name of the automated item.
5. Description: Instructions on what to do along with the text message needed to be sent to the prospect.