DEMO WORKSPACE / LEAD AUTOMATION
Lead automation
Sample lead-routing and follow-up rules — no actions are executed.
Website lead intake
New inquiries
Enabled · simulation onlyNew lead assignment
Assign to sales queue
Enabled · simulation onlyEstimate follow-up
48 hours after quote
Enabled · simulation onlyUnanswered inquiry reminder
Next business day
Enabled · simulation onlyRecent activity (sample)
Website lead intakeJamie Sullivan · Simulation only · Nov 2, 2026
New lead assignmentJordan Patel · Simulation only · Nov 1, 2026
Estimate follow-upHarper Bennett · Simulation only · Oct 31, 2026
Unanswered inquiry reminderSkyler James · Simulation only · Oct 30, 2026
Website lead intakeFinley Turner · Simulation only · Oct 29, 2026
New lead assignmentRiley Monroe · Simulation only · Oct 28, 2026
Estimate follow-upEmerson Hayes · Simulation only · Oct 27, 2026
Unanswered inquiry reminderCharlie Watson · Simulation only · Oct 26, 2026
Website lead intakeMorgan Ellis · Simulation only · Oct 25, 2026
New lead assignmentDrew Parker · Simulation only · Oct 24, 2026
Send / run / configure (disabled)