Automation template

Proposal when a lead is qualified

Add a proposal task when a lead reaches Qualified.

Use this templateFree to start. No card needed.
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console.lenucs.link/automations

Automation

Prepare a proposal when a lead is qualified

When

A lead changes stage

Only when the stage is Qualified

Then

Create a task

“Send proposal to Thandi Mokoena” · normal priority · due in 48 h · assigned to the lead owner

Example run

  1. 09:14

    Thandi Mokoena moves to the next stage

  2. 09:14

    Create a task: “Send proposal to Thandi Mokoena” · normal priority · due in 48 h · assigned to the lead owner

Example content