Sales Workflows

Discover how workflows function and why they are essential for sales success.

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14 articles in this collection
Written by Matt Berkompas

Designing Your Sales Process

Learn how to design a "killer" sales process
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Written by Matt Berkompas
Updated over a week ago

Defining Your Stages

Learn how to define effective sales stages
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Written by Matt Berkompas
Updated over a week ago

Workflow Automation

Learn how to add email and SMS automation to your sales workflows
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Written by Matt Berkompas
Updated this week

Setting Workflow Hours

Set the time of day and the days of the week automatic email and SMS steps should send
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Written by Matt Berkompas
Updated over a week ago

Creating Workflows

Learn how workflows function and how to configure and use them in LeadSimple
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Written by Matt Berkompas
Updated over a week ago

Generating Workflow Steps

Learn about how to configure when workflow steps are generated on a lead
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Written by Matt Berkompas
Updated over a week ago

Skip Workflow Steps

Learn how to make LeadSimple skip workflow steps based on certain criteria
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Written by Matt Berkompas
Updated over a week ago

Assigning Workflow Tasks

Learn how to assign certain workflow steps to specific users, no matter who is assigned to the lead
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Written by Matt Berkompas
Updated over a week ago

Setting Workflow Step Reminders

Learn how to remind users to follow up with leads before a workflow step is due
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Written by Matt Berkompas
Updated over a week ago

Pausing a Workflow

Learn how to temporarily stop a workflow from continuing by pausing it
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Written by Matt Berkompas
Updated over a week ago

Cloning Stages and Workflows

Learn how to clone stages and workflows from one lead type to another
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Written by Matt Berkompas
Updated over a week ago

Tracking Workflows Usage

Learn how to tell if your agents are following your sales workflows
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Written by Matt Berkompas
Updated over a week ago