Name: SURPLUS SYSTEMS- Automation
Uploaded: 2024-05-17
Description: SURPLUS SYSTEMS- Automation

Introduction to Automation

Managing Clients and Relatives

Handling Lead Interaction

Reviewing Activities and Updates

Managing Contact Information

Troubleshooting Missing Contact Details

Automation Efficiency and Workflow

Conclusion and Summary

The video demonstrates the speaker's process of using automation within Cirque Plus Systems to efficiently handle leads and contacts. The speaker discusses creating smart lists for clients and relatives, managing leads through a workflow, handling different lead scenarios like voicemails and no answers, and the importance of accurate contact information to trigger automated actions.