1—Working via TeamViewer or any desk is a must, as we have access to one PC only.
A- We have a custom report we need to make some adjustments B- We need to automate the emailing process. The leads come from a 3rdparty and are saved in HubSpot. Let me explain this in detail
Template email goes out after inquiry that is sent manually
If no response is yielded from the template, 24 hours later, an automated email comes from a partner assigned to lead with the analyst CC’d on it to engage the prospect.
1. The leads come in from outside the website through third-party channels like this website (https://www.controller.com/l), but they are synced into Hubspot to populate automatically. They are automatically assigned to an owner. 2. For The three owners that have a new lead assigned to them we need to have an auto-response drafted for
If this is done successfully, i have two sites ( simple informative ) in Hubspot to be done
