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Lead Intake & Initial Response

lead

Opportunity creation rules (dedupe, supersede) then initial lead handling by source and response

Nodes:23

Duration:14 days

Automation:high

New Lead Captured

Same Call Within 5 Min?

Open Opportunity?

Supersede Prior

Create Fresh Lead Opportunity

No New Opportunity

Lead Source?

Web Form

Phone Call

Referral

Call Attempt 1

Response?

Book Appointment

Wait 2 Hours

Call Attempt 2

Response?

Wait 24 Hours

Call Attempt 3

Response?

Wait 4 Days

Final Call Attempt

Response?

Move to Nurture

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