Set up automatic follow-ups on new leads
Most jobs are lost because nobody followed up. Automation sends a short run of friendly messages for you, then stops the moment the customer answers.
Click Settings in the left-hand menu, then the Automation tab.
Tick Automatically follow up on new leads to turn it on, or untick it to turn it off.
Under Default sequence, each step has a tick box and a Wait time (a number and a unit). Untick a step to skip it, or change how long it waits.
Press Save.
The steps
- Immediate acknowledgement: a quick "thanks, we've got your message".
- AI follow-up: a friendly nudge written for you.
- Final follow-up: a last polite reminder.
- Notify owner: tells you the customer still hasn't answered.
When it stops
Follow-ups stop by themselves when the customer replies or unsubscribes, or when you mark the lead Won, Lost or Pause. To stop them on one lead only, open it and press Disable automation.
Messages that TradeCRM writes wait for your approval by default. They don't go out until you press Approve & Send, unless you've turned on automatic sending. See Control how the AI writes (and whether it sends by itself).
The Working hours box is saved for your records, but follow-ups don't check it yet, so it won't hold messages back outside those hours.
Still stuck?
If this didn't solve it, tell us what you're trying to do and we'll help.