Why is workflow automation only working for manually created leads and not imported ones?
I am trying to create an automated workflow which will automatically send a templated email and then generate a follow-up call activity a few days later. For some reason I can only get the automated email activity to work (and not the creation of the follow-up call activity). However, the automation only works when leads are added manually as opposed to imported into the system via spreadsheet...
99% of the leads will be imported via spreadsheet so this is pretty frustrating!
If anyone has any suggestions as to what might be the issue, please do let me know!