Which Bloobirds automations possibilities do I have?

Follow

Taking into account the needs of our users we've decided to modify the Bloobirds prospecting logic. In this article we'll explain you all of this.. Beware!

Company and/or lead status changes to 'On prospection'

  • The automatic status change to 'On prospection' of a company is executed ONLY when a cadence is started if it comes from previous statuses. It can be changed manually whenever you want regardless of the previous status.
  • When you change the company to 'On prospection' the status of the leads is not automatically changed.
  • When a lead is in the status 'New' and an attempt is done, it changes to 'On prospection'.
  • The lead status DOESN'T change the company status.

When does the cadence stop automatically?

  • The cadence stops automatically if we change the company from another status to Meeting, Nurturing, Account, Client and Discarded status.
  • Stopping the cadence automatically when the company changes to Nurturing is only executed if we come from OTHER STATES than Nurturing. A new cadence can be set and it won't stop if the status does not change.

Other automations we've decided to keep 

  • When we create a meeting, the lead and the company change to Meeting status.
  • When the meeting result is Qualified, the company status changes to Account.
  • When we change the company to Nurturing, the leads change to Nurturing status too.
  • When we change the company to Discarded, all its leads change to Discarded too.

 

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.