Referrals & marketing
Build follow-up emails and Focused Sales sequences
Assign lead follow-up without confusing personal email, bulk campaigns or staff access.
Build and save the follow-up
Use Marketing to build an email or cadence. Set subject and preview text, choose supported merge tags and preview or test the message. Save a draft before leaving; a failed save leaves edits open. Personal follow-up uses the instructor’s connected Gmail when available, while bulk email uses the configured bulk sender, with the supported fallback between them.
Assign the right salesperson
Choose Round Robin for automatic allocation, pooled follow-up for eligible staff, or Manually Assign for an explicit salesperson. Staff eligibility is rechecked; selection cannot grant new permissions. Assigning a sequence can be optional during contact creation.
Work the Focused Sales queue
Use Focused Sales from the Dashboard or authorized Leads workflow. Review the lead’s due step, call/message tools and booking actions. Skipping moves a lead to the end without recording a completed step; automatic pipeline moves follow verified business events. Manual assignment does not silently round-robin incoming leads.