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, on 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.

Leads Search

The lead search is one of the most common actions performed in regular business applications. aNinja searches among all your CRM records – Name, contact, email, phone, and any other custom fields, and brings you the results in the Leads View.

aNinja searches among all your CRM records – Name, contact, email, phone, and any other  and brings you the results in the

Leads Search in aNinja

Searching for a specific lead

Simply type your search in the top navigation bar here (name/contact/email/phone):

Searching for leads falling under certain criteria

Filtering your leads into any wished criteria, allows you to group them under these criteria, and target them with your specific campaigns call to action.

  • Create the criteria in the status of the lead(s) in the workflows.
  • Call a Smartlist with these criteria when it’s time to launch the campaign.

Categorizing your Leads before importing them

Search for leads using custom fields

You can also search for leads using custom fields.

Bulk Activities

The results of your search will show in the Leads View. You can save your search as smartlist for future use. You can also share it with other users.

After filtering your leads, you can start your activities:

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