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.
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.