CRM / Grow
Tasting follow-up
Draft
When Appointment completed · Wholesale tasting · CRM · owned by Marcus Reed · updated Oct 6, 2026
Draft
Activate it to start a run every time “Appointment completed · Wholesale tasting” happens.
After a wholesale tasting, sends a thank-you with the proposal and reminds Marcus to follow up.
Runs inCRM
Select a step to see who is there.