Add New Campaign Step

Step Order in Campaign

Current highest order is 4. New steps will typically follow. (Campaign: HNW Investor Nurture)

Days After Previous Step (or Start if Step 1)

Type of Touchpoint

Task Description for Agent (use {{placeholders}})

e.g., Call {{client_first_name}} to discuss market update. Reference {{last_touch_type}}.

Associated Communication Template (if any)

Item of Value to Deliver/Send (if applicable) e.g. CMA, Neighborhood Report

Estimated Cost for this Touch (€)

€

Internal Notes/Instructions for Agent Performing Action

Add Campaign Step