Miro board: https://miro.com/app/board/uXjVK5zoIFo=/
Hello, and welcome back!
In this video, we're going to be covering the "Contact Marked as "Won"" automation.
Purpose
The purpose of this automation is to remove the contact from any workflows that they are a part of, tag the new student, and ask them to leave you a Google Review.
Let's dive into the automation
- Trigger
- Action Steps
- Settings
Conclusion
That's it!
I'll see you in the next video!