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.

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