A Status Tag once added to a contact can trigger a number of other actions including adding or removing a User or Status Tag, Scheduling a Call or Assigning a Task (Not to mention triggering Drip Campaigns!)
How do I set up a Status Trigger Rule?
First, navigate to Settings >> CRM >> Status Triggers, here you will find all your tag triggered actions for users, tags, scheduled calls and tasks!
User Status Trigger
Here you can create rules so when a specific Tag is added, such as "Refinance", you can Add or Remove specific Users or Teams on a contact. The example below shows that when the 'Refinance' tag is added the User Tina Assistant is Added as a Lender to the contact (other option is Agent)
Tag Triggers
Add triggers that add/remove a Tag on a contact when a Tag is added/removed from that contact. Suppose we have a contact active on our Phase 1 (Drip) and we add the Phase 2 (Drip) Tag, here we automate the removal of the previous Tag by creating a Rule that says when Phase 2 (Drip) tag is Added then Remove Phase 1 (Drip) tag.
Schedule Call Status Triggers
Add triggers that schedule a call on specific contacts status changes. For example if we have a lead that completed their Purchase and just got placed on a campaign using the Tag '1st Payment (Drip)' you could have a scheduled call set to ask about their new home.
Note: if you select a User from the Assign user or team to the call that is NOT assigned to the contact, they will be automatically assigned.
Scheduled calls can be found under the contact record or on the Contacts page under the DIALER at the top.
Task Reminder Status Triggers
Add triggers that add a task reminder when a specific contact status changes. For the below example when the Status Tag LOS: Application is Added, a Task titled 'Finish Application' will be added to the contact with immediate effect.
Note: if you select a User from the Assign user or team to the call that is NOT assigned to the contact, they will be automatically assigned.
