System Configuration
Automation Settings
Overview of all automated workflows, default commission rates, and system integrations.
Active Automations
18
Avg Commission Rate
$100/close
Email Integration
Gmail Connected
Active Setters
0
Automated Workflows· 18 active
Sales
New Lead Alert
Admin gets notified when a new lead enters the CRM.
New Appointment Alert
Admin gets notified when a prospect books an appointment.
Appointment Confirmation Email
Client receives a confirmation email when an appointment is booked.
Daily Appointment Reminders
Clients with appointments tomorrow receive a reminder email at 9 AM.
Proposal Sent Alert
Admin is notified when a proposal is sent to a prospect.
Daily Lead Follow-Up Alert
Admin is notified about leads with overdue follow-ups.
Clients
Lead Converted to Client
When a lead is marked converted, a Client record is auto-created and admin is notified.
Onboarding Complete Alert
Admin is notified when a client submits their onboarding form. Project moves to in-progress and kickoff tasks are generated.
Onboarding Received Email
Client receives a confirmation email after submitting onboarding.
Website Launch Email
Client receives a launch announcement when their project goes live.
Project Status Update Alert
Admin is notified when a project moves between pipeline stages.
New Client Welcome Email
New clients receive a welcome email upon conversion.
Setters
Setter Application Alert
Admin is notified when someone applies to the Setter Program.
Setter Commission Earned Alert
Admin is notified when a setter's lead closes and a commission is earned.
Setter Commission Paid Email
Setter receives an email when their commission is marked as paid.
Finance
Weekly Payment Reminders
Clients with outstanding balances receive a weekly payment reminder.
Failed Payment Email
Subscribers with failed payments receive an email to update their method.
Overview
Weekly CEO Report
Admin receives a weekly summary of MRR, leads, clients, and projects every Monday.