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  1. 🚧 A workflow should send the welcome email and schedule a call with them 🚧

  2. Ensure the Launch Date (Contract Start Date) and Contract Renewal (End Date) is accurate.

Find and Filter

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Customers

  • Lifecycle Stage: Customer

  • Lead Status: In Progress

  • For ShelterBuddy Customers:

    • Animal Shelter Software: ShelterBuddy

  • For Adopets Customers:

    • Pet Listing Tools: Adopets

  • For Both:

    • Animal Shelter Software: ShelterBuddy

    • Pet Listing Tools: Adopets

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