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Intermediate 8 min Read
Automate Follow-Ups Using KeCloud
Never miss a lead again with automated email sequences.
Overview
This guide covers specific steps to help you master this feature. Follow the instructions below to get started.
Consistency wins deals. Use KeCloud's workflow builder to send an email 2 days after a proposal is sent if there is no reply. Set tasks for your sales reps to make a phone call on day 5. Automation ensures no lead falls through the cracks.
What's Next?
- Verify your settings in the dashboard.
- Run a test with a dummy contact.
- Invite your team to collaborate.
