Journey builder templates

Salesforce journey builder templates

Templates for Salesforce

Demo follow up (Sarah)

Scheduling your demo | MoveApp

Link

Demo follow up (Mark)

Demo follow up (Alison)

Assign lead (round robin)

Assigned to Sarah?

Assigned to Mark?

🔥 Lead notification in #sales

5 minutes

Sales demo follow up

This journey template is a follow sequence after someone requests a demo on your website. The lead is assigned round robin in Salesforce and a personalized email is sent to the lead from the assigned user. The email contains a booking link (Calendly) and the lead can then book a time that suits them.

This journey template is a follow sequence after someone requests a demo on your website. The lead is assigned round robin in Salesforce and a personalized email is sent to the lead from the assigned user. The email contains a booking link (Calendly) and the lead can then book a time that suits them.Before switching this template on check:From name and email (from the lead owner)Calendly booking link (make sure it&#39;s correct on the button)Slack notification (It&#39;s the right channel you want)

Sales demo follow up

Description

Michael Sharkey

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