11 articles
Automation: Has an opportunity but did not settle
Automation: Loan Settled & 1 Year follow up
Automation: 2 Year Post Settlement Check-in (Home Loan Health Check)
Automation: Interest-Only Expiry (30 Days Reminder)
Automation: Fixed Rate Expiry (30 Days Reminder)
Automation: Welcome
Hub Spotlight Video - Setting up useful automations
How do I manually remove a contact(s) from an automation in DMH?
Automation: Lead nurture from eMag article interaction
Automation: 1 Month Post-Settlement - send Google Review
Automation: 4 Month Post-Settlement - Asset Finance