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Master Database
DB Leads Master Database
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Variation
Name
Profile Link
Stage
D&T Initiated
D&T sent PSDM FUP Message
D&T Engaged
E-Last Followed Up
E-FUP1
E-FUP2
E-FUP3
E-FUP4
E-FUP5
E-FUP6
E-FUP7
D&T Calendly'd
C-Last Followed Up
C-FUP1
C-FUP2
C-FUP3
C-FUP4
C-FUP5
C-FUP6
C-FUP7
D&T Booked
Remove from workflow?
Variation
Name
Profile Link
Stage
D&T Initiated
D&T sent PSDM FUP Message
D&T Engaged
E-Last Followed Up
E-FUP1
E-FUP2
E-FUP3
E-FUP4
E-FUP5
E-FUP6
E-FUP7
D&T Calendly'd
C-Last Followed Up
C-FUP1
C-FUP2
C-FUP3
C-FUP4
C-FUP5
C-FUP6
C-FUP7
D&T Booked
Remove from workflow?
1
Default
10
0 | Cold Lead
2
Variation A (longer script)
12
0 | Cold Lead
3
Default
8
1 | Initiated
4/16/2024, 9:00 AM
4/27/2024, 3:00 PM
4
Default
9
1 | Initiated
4/23/2024, 9:00 AM
5
Variation A (longer script)
11
1 | Initiated
4/16/2024, 3:00 PM
6
Variation A (longer script)
13
1 | Initiated
3/29/2024, 9:00 AM
4/17/2024, 2:00 PM
4/18/2024, 7:00 PM
4/16/2024, 2:00 PM
4/17/2024, 7:00 PM
9
Variation A (longer script)
Zaid
1 | Initiated
4/18/2024, 2:00 PM
10
Default
1
2 | Engaged
4/24/2024, 9:00 AM
4/27/2024, 2:00 PM
4/27/2024, 4:00 PM
4/27/2024, 3:00 PM
4/27/2024, 4:00 PM
11
Variation A (longer script)
5
2 | Engaged
4/27/2024, 9:00 AM
4/27/2024, 9:00 AM
4/27/2024, 3:00 PM
4/25/2024, 3:00 PM
4/26/2024, 3:00 PM
4/27/2024, 3:00 PM
4/27/2024, 3:00 PM
12
Default
6
2 | Engaged
4/17/2024, 9:00 AM
4/27/2024, 2:00 PM
13
Variation A (longer script)
7
2 | Engaged
4/24/2024, 9:00 AM
4/27/2024, 2:00 PM
14
Variation A (longer script)
3
3 | Calendly'd
4/26/2024, 9:00 AM
4/27/2024, 9:00 AM
4/27/2024, 9:00 AM
4/25/2024, 11:00 AM
4/20/2024, 11:00 AM
4/21/2024, 11:00 AM
4/23/2024, 11:00 AM
4/24/2024, 11:00 AM
4/25/2024, 11:00 AM
15
Default
4
3 | Calendly'd
4/27/2024, 9:00 AM
4/27/2024, 9:00 AM
4/27/2024, 2:00 PM
16
Default
2
4 | Booked
4/27/2024, 9:00 AM
4/27/2024, 9:00 AM
4/27/2024, 9:00 AM
4/22/2024, 11:00 AM
4/20/2024, 11:00 AM
4/21/2024, 11:00 AM
4/22/2024, 11:00 AM
4/27/2024, 2:00 PM
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