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替提交表格的聯絡人增加交易機會 | LEFO Hub
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替提交表格的聯絡人增加交易機會

每當有聯絡人通過提交表格來向您進行查詢時,自動營銷流程便會自動替他們增加交易機會。

自動營銷流程

1. 選擇提交表格(Submits a form)作為啟動觸發器。
2. 利用如果/否則(If/Else)去判斷聯絡人是否已有交易機會正在進行。
3. 替流程中未有交易機會的聯絡人增加交易機會(Add deal)和增加工作任務(Add task)。
4. 替流程中已有交易機會的聯絡人發送內部通知(Notify someone)。

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