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Network

 

CP Prospect

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Submitted successfully!

Payment Advice

Submitted successfully!

 

LEAD GENERATION

form2card-CP Prospect: (CP Prospect) Form submitted, Move workflow card to workflow step [CP Prospect]


Drip-CPP-A1, Drip-CPP-A2, Drip-CPP-A3, Drip-CPP-A4, Drip-CPP-A5: Card added/moved to workflow step [CP Prospect] >> Send an email

Card added/moved to workflow step [CP-Contract] >> Drip-CPC-A1, Drip-CPC-A2, Drip-CPC-A3

LEAD CONVERSION

form2card-Payment Advice: (Payment Advice) Form submitted, Move workflow card to workflow step [Payment Advice]
 

Drip-CPL-A1, Drip-CPL-A2, Drip-CPL-A3, Drip-CPL-A4: Card added/moved to workflow step [Payment Advice] >> Send an email

Label it-CP PAID: Card added/moved to workflow step [CP-Contract] >> label it "PAID"

Card added/moved to workflow step [CP-Onboarding] >> Drip-CPO-A1, Drip-CPO-A2, Drip-CPO-A3, Drip-CPO-A4

Card added/moved to workflow step [CP-App] >> Drip-CPA-A1, Drip-CPA-A2, Drip-CPA-A3, Drip-CPA-A4