- Lead Created from a Form (Internal/External)
- Starts all appropriate Upsells
- Starts Newsletters
- Quote Sent
- Starts 20 Days to Close Estimate Followup
- Quote Booked for One Time Job
- Stops 20 Days to Close Estimate Followup
- Quote Booked for Recurring Job
- Stops 20 Days to Close Estimate Followup
- Lead Closed
- Stops 20 Days to Close Estimate Followup
- Client Locked
- Adds Do Not Market Tag
- Stop Getting Upsells, Newsletters, Holiday Greetings
- Client Unlocked
- No Automated Action
- Do Not Market Tag must be removed using Master Sales Form in Keap
- Client Canceled
- Stops Holiday Greetings Automation
- Stops Welcome and Wow
- One-time Client - One-time Job Completed
- Starts One-time to Recurring Service Followup
- Recurring Job Completed
- Stops One-time to Recurring Service Followup
MaidCentral Automations
- Quote Sent - automated for Online Estimates – Turn Off
- Automated Campaigns – optional, set up by each customer
- Lead Created (Internal/External)
- Quote Created (Internal/External)
- Turn Off any that conflict with SG automations
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