5/26/25

Lead Docket Free Help May: Automations

[WATCH TIME: 35 MINUTES] In this replay of our May edition of Lead Docket Free Help, our expert team discussed common automation best practices in LD, from tips on how to use the platform's native built-in automations, to some of the more advanced add-on features available through LD Automations Rules. Sign up for next month's Lead Docket Free Help: https://vineskills.com/free-help/#lead-docket

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Lead Docket: Adjusting Statuses on the Intake Dashboard