Various Work Flows, Lists & Campaigns Management

1. Inbound Campaign Specific Leads Into CRM

1.1. Inbound Calls

1.1.1. Missed Call

1.1.1.1. CRM

1.1.1.1.1. New Lead Item Created

1.1.2. Voice Message

1.1.2.1. CRM

1.1.2.1.1. New Lead Item Created

1.1.3. Call Received

1.1.3.1. MANUAL Entry

1.1.3.2. CRM

1.1.3.2.1. New Lead Item Created

1.2. Online Ad / Sales Funnel Opt In

1.2.1. CRM

1.2.1.1. New Lead Item Created

1.2.1.1.1. Saved to Active Campaign Specific List

2. Autoresponder Sequence for Scheduled LIVE Events

2.1. OPT IN -> New Lead Item Created in CRM

2.1.1. Saved to Active Campaign Specific List

2.1.1.1. Email / Text / VM Drop Autoresponder Campaign Begins

2.1.1.1.1. INVITE to BRIEFING VIDEO Emailed To Prospect

3. Inbound Opt In

3.1. New Lead Item Created in CRM

3.1.1. Saved to Active Campaign Specific List

3.1.1.1. Email Autoresponder Campaign Begins

3.1.1.1.1. Briefing Video Emailed To Prospect