Waiting on Doctor's Appointment

There are no automated emails in this stage. Do not move deals into this stage without communicating with the customer.

Required Properties

  • Made Contact? (Please select the correct option from the following):
    • Yes
    • No (Attempted)
    • No (Not necessary) 
  • Follow-up date: the date of the customer's doctor's appointment or an appropriate date to check back in. Hubspot will remind you to follow up when this date occurs.

Automated Emails

  • None