Templates

運用研究に基づくワークフロー。Web、Zalo、Facebook、メール、SMS のトリガー・条件・アクション。

Lead Qualification and Routing Workflow: A Copyable Template

Define evidence-based qualification, routing, CRM writes, human acceptance, exceptions, and rollback in one reusable workflow.

最新のテンプレート

すべて表示

New Lead Follow-Up Template: Acknowledge and Assign

Copy a simple record for acknowledging a new enquiry, assigning one person, asking one useful question, and stopping safely.

Lost Opportunity Re-Engagement Template with a Valid Reason

Recontact a closed-lost opportunity only when a relevant change is recorded, permission is current, one person owns the action, and the message has a clear stop.