Why is my lead still receiving "New Lead" automation?
Automation will continue in four scenarios:
The lead has not responded to the automated messaging
The lead has not been moved to the "Connected Stops Messaging" column.
The lead has not been scheduled in the platform calendar.
The lead has not been moved to the “Pre-pay: Needs to pay” column
What are the conditions for automation to stop?
Automation will stop if:
The lead responds to the automated messaging.
The lead is moved to the "Connected Stops Messaging" column.
The lead is scheduled in the platform calendar and the appointment status is confirmed.
The lead is moved to the “Pre-Pay:Needs to Pay” column.
Why doesn't automation stop when I drag the opportunity to the "Appointment Confirmed" column?
Dragging the opportunity to the "Appointment Confirmed" column alone will not take the lead out of the "New Lead" workflow automation. The lead must be scheduled and confirmed in the platform calendar for automation to cease. If you want the automation and messaging to stop when you drag to 'Appointment Confirmed,' open a ticket, and we can make that adjustment on your account.
What should I do if automation continues despite meeting these conditions?
If automation persists despite the lead meeting the criteria above, please contact our support team and provide them with the lead’s information to further investigate.