Workflows are basically a series of tasks that you want to follow at each stage of your sales process. By defining and prescheduling the steps in your sales process, you can ensure peak performance and consistent results.
Building a Workflow
To start, click on the 'Stages & Workflows' tab under Settings.
Click on the stage you want to edit.
Begin adding steps to the workflow by clicking the "Add Step" button and selecting the type of step you'd like to add: Todo, Call, SMS, Email, Meet.
Note that each step type is represented by an icon (phone icon for Call, envelope icon for Email, etc...).
Create descriptions for the steps if desired.
Add delays between each step in order to establish the timing by clicking the words to the left of a given step.
Note, that the time delays on each step are relative to the step before, not the date the workflow began.
The day each step will occur is displayed just below the delay. Keep in mind this assumes each step is being completed on time. If steps are being delayed it will delay all steps after it and skew these numbers.
Attaching Email Templates
Email templates can be attached to email workflow steps and automatically sent out. Read about that here.
Reordering The Workflow
Steps in the workflow can be moved by clicking (and holding) the icon of a given step and dragging it to the desired position.
Deleting Steps in The Workflow
Steps in the workflow can be deleted by clicking on the trash icon to the far right
Using A Workflow
Once your workflow is created AND active, it will automatically begin creating tasks for each new lead that enters the stage where that workflow is active.
Note that any changes you make in a workflow WILL NOT apply to leads that were previously in that workflow (they will apply to new leads that enter that stage though). If you want the new changes to apply to leads previously in that stage, you have to move those leads into a different stage and then move them back into their former stage (the one you made edits to).
Assign a Lead To The Stage With Active Workflow
New leads that come in are automatically placed in the stage 'New'.
You can apply a workflow to a given lead by updating it's stage to a stage with an active workflow.
Once that happens, the steps in that workflow will automatically be applied as tasks for that lead. These tasks will be assigned to whoever the lead is assigned to by default but you can have tasks assigned to a specific user no matter if the lead is assigned to them. Read more about that here.
LeadSimple will only display the next task in the workflow so as not to create unnecessary clutter by displaying all future workflow tasks at once. You can set Once the current workflow task is completed, the next one will automatically appear behind it.
Once the stage is changed, the old workflow and it's tasks are automatically removed. If the new stage has a workflow inside it then those steps will automatically be applied. That way, the tasks are always current relative to where the lead is at in the sales process.
The person assigned to the lead will get a reminder each day a workflow task is due reminding them to complete it.
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