
1. Forms
1.1. Low priority
1.1.1. Pop up
1.1.1.1. Pop up contact
1.1.1.1.1. Sequence (Pop up)
1.1.2. Free license
1.1.2.1. sequence (Free license Workstation)
1.1.2.1.1. Call if company's revenue >50M
1.1.3. zScope Registration
1.1.3.1. sequence (zScope Registration)
1.1.3.1.1. Call if company's revenue >50M
1.2. High priority
1.2.1. Contact
1.2.1.1. Set: CRM, EvalWaiting, Product, others
1.2.1.1.1. Manual Follow up
1.2.2. Requests
1.2.2.1. Get a demo
1.2.2.1.1. Call and enroll
1.2.2.2. Get a quote
1.2.2.2.1. Get a quote request
1.2.3. Education
1.2.3.1. Get a quote
1.2.3.1.1. Get a quote request
2. Emails
2.1. Mail to sales/support/info
2.2. Answer to QA
2.3. Answer to Marketing
3. Chat
3.1. Sales
3.1.1. Engaged
3.1.1.1. Engaged chat 7 days ago
3.1.1.1.1. Manual fup
3.1.2. Missed
3.1.2.1. Send email (missed chat)
3.1.2.1.1. Missed chat 3 days ago
3.2. Tech support/pre-sales
3.2.1. Engaged
3.2.1.1. Engaged chat tech support 3 days ago
3.2.1.1.1. Sequence (engaged tech chat)
3.2.2. Missed
3.2.2.1. Missed chat (tech support)
3.2.2.1.1. Missed chat tech support 3 days ago