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CRM / Grow

Tasting follow-up

Draft
When Appointment completed · Wholesale tasting · CRM · owned by Marcus Reed · updated Oct 6, 2026
FlowRun historySettings

Draft

Activate it to start a run every time “Appointment completed · Wholesale tasting” happens.

Re-entry

Whether a contact can go through the automation more than once.

Exit conditions

A contact leaves the automation as soon as one of these happens.

  • Opportunity marked won or lost

Quiet hours

Emails and texts due at night wait until the morning, in Pacific time.

From
Until

Consent and goal

Who is skipped, and what ends the automation early.

When a contact reaches it, they leave the automation as converted.