How To Set Up Automated Lead Rules

With Wise Agent’s lead management features, it’s incredibly easy to set up your lead management system in exactly the ways that work for you. For instance, when someone is added to your CRM automatically via capture form, or other lead sources, you can instantly follow up via email and text based on the source of the lead. This allows you to tailor your lead automation software to the specifications that work for you, which will help you foster the most leads and close the most deals.