Pipeline

Form automations and marketing consent

Assignee, cadence on submit, enrich, verify, and default listing settings.

6 min readUpdated June 2026

Open form settings

Form detail → **Settings** tab.

Automations

  • Assignee — new leads assign to this user
  • Cadence on submit — optional template; SMS steps skip without marketing consent
  • Auto-enrich / verify — uses assignee credit pool; skips when exhausted
  • Default listing — for single-property open house or listing-specific capture

Common issues

  • Cadence did not start — check assignee, template active status, and consent
  • Enrich skipped — credits exhausted; top up or disable auto-enrich

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