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Lead Program - Onboarding

MRC
Send Posting URL
Send Calendly Link

Calendly Online Booking Setup
Profile setup
Headshot upload
Logo upload
Changed Event Details and description
Edited the initital Invite email and reminders
Follow Up Email

Zapier Connections
MRC to Radiant Chat
Verse to Radiant Chat
HomeIQ to Radiant Chat

Automations
Auto Assign
Opportunity Prospect
Meeting Booked Automation
Purchase Lead Automation

Operations
Soft Pull Credit



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