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Automatically Nurture Captured Leads

Introducing our new Fully Automated Lead Nurturing! When capturing a new lead on the platform AdvisorStream sends you an email notification, which now includes the ability to automatically engage with the lead you captured. Offering automated follow-up messages aligned with a recommended article/ video curated specifically for your new lead.

Allowing you to quickly and easily begin lead nurturing by instantly engage with prospects in real-time, building a relationship and never missing an opportunity.

This new tool is now available within your Leads Dashboard and within the New Lead Captured email notification.