Auto Generate Marketing Audit Report via Workflow Action
in progress
Anmol Rattan
What if you can automatically generate Marketing Audit Reports for business leads generated via multiple GHL sources like Funnel, Forms, Ads etc direct
Please share your thoughts and usecases so we can better plan this accordingly
Log In
R
Rosina Bignall
Yay! Glad to see this in progress. When I voted on it, I didn't do what you asked and give a use case. Mine would be for regular marketing audit reports to be generated on a perhaps quarterly basis, probably by being moved into a pipeline stage that triggers a workflow -> Report is generated -> URL in custom field -> send notification to client to schedule a meeting to discuss it -> move to pipeline stage -> create task to follow up
Anmol Rattan
marked this post as
in progress
Anmol Rattan
marked this post as
under review
Anmol Rattan
Inviting all of your suggestions on Automatic Report Generation so we can get this build in Q4 itself!
One major usecase could be
~ New Lead signups your webinar / FB Form / From Email etc -> Contact & Company Created -> Report Generation Action Triggered -> Report Generated: URL added to contact custom field, and also stays in Prospecting Dashboard
Drop your other suggestions