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Customer > Leads & Customers

Add or Edit Workflow

Modified on: Thu, 09 Jun , 2022 | 02:52 PM

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1. Click Admin on the main navigation and select Customer.
2. Click on Workflow.
   
   
   
   
3. To update your workflows, click the gear icon associated with the record you want to update.
4. Select Edit and open the Workflow Step tab.
   
   
   
   
5. This tab will list existing steps in the process.
6. If you would like to rename a step, click the gear icon associated with the record you want to change.
7. To add a step, click Add New. Pro Tip: If you click on Submit prior to entering information to highlight required fields.
   
   
   
   
8. Add Step Name.
9. Apply a Step Order (Sequence).
10. Select a Status (Note: Customer statuses previously created).
11. Select a Lead Pre or Post Email Template.  This is an optional step. You can add automated emails that are triggered when a lead enters (Pre-Email Template) a step or moves out of a step (Post-Email Template).
12. Select a Creator Pre or Post Email Template. Also, an optional step. These are automated emails to internal users only.
13. Select a Step Type (Positive or Negative). Only applies to your Won or Lost Steps.
14. Specify whether this step is Mandatory by clicking on the checkbox. Note: Mandatory steps cannot be skipped.
15. If applicable, select task/s associated with this step and assign to an employee.
16. Set Due Date and Past Due Reminders.
17. Click Submit to save the step.
18. Repeat Steps 7 through 17 for each step you want to add.