1. We will importing lead records in Netsuite daily with the following details - First Name, Last Name and Product. Each lead is associated to a specific product.
2. What we need is the ability to deploy or send out email automatically:
- 1st Email - 3 days after the lead is imported
- 2nd Email - 5 days after the 1st Email
- If Lead opt out or converted to a prospect or customer, then record should be removed from the list.
- There will be around 23 to 24 products and each product has its own template
3. We need the ability to track the duplicates - either stay on the original path or send generic email
4. We need the ability to change the number of days and modify templates