Follow these steps to add / modify the Triggers by Time for a lead drip.
Step1: Log in to admin.safesoftsolutions.com
Step 2: Click on the Lead Drip tab
Step 3: Click on the settings icon for the lead drip to be modified.
Step 4: Scroll to the Triggers by Time section and change the settings as needed.
- Days Idle: Move matching leads that have not been modified for the last X number of days
- Days Old:Move matching leads that are X number of days old
- Call Count:Move matching leads that have been called X number of times or more
- Days Since Last Called:Move matching leads that have not been called for the last X number of days
Step 5: If any of the values are modified, click the Save button.