Changing the Lead’s Status in the Workflow

Changing the Lead’s status in the workflow represents the lead’s position in the Sales/Marketing pipeline until you turn him into a customer.

Changing the Lead’s Status in the Workflow

  • Search for your lead in the top navigation bar
  • Type any info you have on your lead (name, company, phone number, email, custom fields, etc…) and aNinja will bring the results to the leads view. Click on the lead and you will be redirected to his lead view.
  • Then, when in the Lead View, at the top of the page, you can manipulate the status of the lead in the workflow. This allows you to keep a close follow-up on the lead’s progress from prospect to closing.Changing the Lead's Status in the Workflow

Activities using the workflow steps

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.Leads Statuses in the Workflow

Using triggers on leads steps changes

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

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