Please Note: This is an On-Demand Feature and would be activated for users upon request. Reach out to us on our support to get this feature enabled for your account.
Maverick now offers the ability to provide a smartlist of leads nudged on Maverick, to agents on FollowUpBoss, with a tag assigned to it.
By enabling this feature you get :
To provide your agents with a smartlist of the leads nudged through Maverick, tagged as "Auctm: Update Requested", on FUB. The nudge note will include the link to the smartlist for easy access and agent education.
Removal of the tag from a lead if the lead is actioned according to the qualifying action defined for the rule.
Ability to use the tag as a trigger to leverage FUB Automations and add collaborators to the same.
Below are the Auctm Automation templates which use the “Auctm: Update Requested” tag as a trigger. These automations can be imported to your FollowUpBoss account with a single-click after the feature has been enabled for you.
Maverick Automation Template 1
Task Creation via Nudge - Automate task creation after nudging an agent via Auctm
Maverick Automation Template 2
Stage Change via Nudge - Change lead's stage to "Lead" Stage after Nudge via Auctm