Leadly Pulse
Retirement Calculator
app.leadly.sg / CRM / Contacts
↯Retirement enquiry journeyLast edited by Danielle · 2 minutes ago
ActiveDKJLSave & publish
LIVE WORKFLOW · 18 RUNS TODAYAuto-layout on
✦New enquiry capturedRetirement Calculator · Meta
Instant13 fields mapped
◇Qualify & tag leadIntent, service and location
Score ≥ 65Singapore
Qualified · 82Nurture · under 65
⌁Assign adviserMatch service + availability
Danielle K.< 2 min
✉Send follow-upAssigned adviser
↺Nurture3-day sequence
−84%＋⌖
ContactsEvery enquiry, enriched and ready for follow-up⌕ Search contacts⇩ Import＋ Add contact
ALL CONTACTS124+3 today
NEW THIS WEEK18▲ 12%
HIGH INTENT8Ready now
AVG. RESPONSE1m 42s▼ 18%
CONTACTSOURCEAUTO-TAGSOWNERADDED
ALAmelia Limamelia.lim@email.comRetirement CalculatorMeta Lead AdsHigh intentRetirementDKDaniellejust now
JTJames Tan+65 9123 4481Lead formLegacy PlanningQualifiedLegacyJLJasonjust now
SKSophia Kohsophia.k@email.comLanding pageIncome ProtectionProtectionNurtureDKDaniellejust now
Listening for new enquiries…
New lead entered the workflowRetirement Calculator · Meta Lead Ads