AGuard Automations

hello world v2

NameVersionPurposeQA RequiredQA Last Confirmed

Yes

1.0

In order to show Michael the number of consults scheduled for next week over time so that he can keep effective track of his firm we need to mark if the consult was scheduled for next week or not. Data is used in this view: https://airtable.com/appS0LhkvZkx6CCOQ/pagBcKLBe1UtaOO14

Yes

1.0

Add submissions to website inquiries sheet for better follow-up

Yes

1.0.0

Record client information in a sheet to keep track of the onboarding process and begin an automated campaign to get the lead to complete the full application.

No