Task Dashboard
Manage SeeSalt GHL integration tasks
Create process for handling people who call or text the SeeSalt number. Tim started training an AI bot.
When new group opens in an area, auto-notify waitlist contacts in that postcode.
Create email nurture campaign for waitlist contacts. Keep them engaged until a group becomes available.
Tested with Sam but verify full functionality. Tag added = Gone Quiet. Tag removed = returns to correct stage.
Once workflow is published, send webhook URL to Tim for App config.
When contact enables DND, opportunity should be set to Lost. Need safe test contact.
5 email branches remaining: transfer_accepted, transfer_declined, transfer_expired, transfer_cancelled, transfer_reminder.
Review Master v3 workflow for delayed SMS/email actions.