Leads Statuses in the Workflow

Leads Statuses in the Workflow help you track the lead’s progress in your sales pipeline. They represent the stage that the lead has reached in the workflow and give you a clear view of the progress of your sales process from prospecting to closing.

Creating Leads statuses

Leads statuses are defined when creating the workflows.

Choose the sequence of steps that works for you and add them to the workflows.

Changing the leads statuses in the Workflow

Keep track of the leads statuses in the workflows.

When on the lead view, on the top of the page, set the status of the lead. You will see the change in the history of activities and interactions below.

Using triggers on leads steps changes

When an event like workflow step status has changed, you can choose a Trigger’s action like:

• To send email and text sequences to the leads
• Or to add the “lead’s contacts to the “do not contact” list”.

The system will automatically execute the action when the status is changed.