Click "Automations" in the right hand menu.
Scroll down to "New Lead Form Submitted"
Click on the hamburger menu.
Select "Copy to Sub-Account".
Select the appropriate sub-account.
Scroll down to "Stage Change to On Site"
Repeat steps 3-5.
Scroll down to "Stage change to Estimate > Billing Pipeline"
Repeat steps 3-5.
Scroll down to "TMT- Tuesday Morning Texts"
Repeat steps 3-5.
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Written by Samantha McLarty
Updated over a week ago