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Sales Lead Name
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Did Your Prospect Connect Meeting Hold?
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Zapier
Preview
Yes
No
Did it get rescheduled?
Yes
No
Reschedule Date
Would you like us to add it to your calendar and your prospects?
Yes, Add to Both My Calendar & to My Prospect's Calendar
Yes, Add My Calendar Only
No, I Will Take Care of Adding the PC
Would You Like A Reminder Text To Be Sent 24 Hours Before?
Yes, send a reminder
No, do not send a reminder
Now What?
I scheduled a Follow-Up Prospect Connect
Send a Link
Send a Text
Send an Email
Send a Gift
Other
Follow-Up Prospect Connect
Date of Follow-up Connect
Would you like us to add it to your calendar and your prospects?
Yes, Add to Both My Calendar & to My Prospect's Calendar
Yes, Add My Calendar Only
No, I will take care of adding the PC
Would You Like A Reminder Text To Be Sent 24 Hours Before?
Yes, send a reminder
No, do not send a reminder
Send A Link
What Link Would You Like To Send?
Intro Link
At-Work Scheduling Link
On-Board Broker or Referral Partner
In-Home Schedule
Dental Partner Link
How Would You Like To Send This Link?
Text
Email
Both Text & Email
Would You Like To Send The Link Now?
Yes, Send Link Now
No, I Will Schedule It
What Date Would You Like To Send The Link?
Would You Like to Send message With This Link?
Send an Email or Text
Would You Like A Message Sent Automatically?
Yes, send the message automatically
No, I will send the message
What Date Should Message Be Sent?
What Message Would You Like To Send?
Send Something
What Item Would You Like To Send?
What Date Will It Be Sent?
What Message Would You Like To Send With The Item?
Who Would You Like To Send It?
CARE team
Me
If you are human, leave this field blank.
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