Automated Lead Nurture Program User Defined Values

Modified on Tue, Sep 12, 2023 at 4:14 PM

We have added some additional User Defined Values to all you determine how the Lead Nurture program can best work for your business.


Go to Settings> User Defined Values> Leads



1.  Check this box if you want your leads to automatically advance when they either have no email address or no number to text. The lead below will advance, even though it does not have an email address.



2.  Check this box if you want your leads to automatically be put into the auto lead nurture pursuing program without you or your staff having to move into them into the automated process.

  • The select the number of days to wait before auto pursuing.


3. Check this box if you want your leads to automatically be put into the auto lead nurture unclosed opportunity program without you or your staff having to move into them into the automated process.

  • The select the number of days to wait before auto unclosed opportunity.


4. Check this box if you want your leads be made into a dead lead, instead of being moved to ready for dead at the end of the program.

  • Once you have completed the User Defined Values section, click save.

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