Lead Workflows

Lead Workflow - Basic Information
a. Once you have saved a name, additional sections will appear on the lead workflow screen. Note- your workflow will initially have a disclaimer noting...
Fri, Feb 17, 2017 at 10:53 AM
Lead Workflow - Create Lead States
As users work a lead, in the 'Lead Pipeline', they will change the state of the lead depending on the result of interactions with the lead. For e...
Fri, Feb 17, 2017 at 11:01 AM
Lead Workflow - Add Milestones
Milestones are not required, but they are useful ways of tracking a significant change in the life-cycle of a lead. Milestones are used to track lead progr...
Fri, Feb 17, 2017 at 11:03 AM
Lead Workflow - Create User Assignments
Assignments are classifications for users who have a role in generating leads and deals. These assignments are used in reporting to track the amount of new ...
Fri, Feb 17, 2017 at 11:04 AM
Lead Workflow - Map User Assignments to Products
If you will be using Xenleads' Deals feature you can map lead assignments to Products in a Deal Workflow. If there is a lead assignment that will ca...
Fri, Feb 17, 2017 at 11:05 AM
Lead Workflow - Configure Lead Workflow Groups
Lead Workflow Groups control the flow of leads as they move through the 'Lead Pipeline'. Think of it as a flow chart for the operations of your or...
Fri, Feb 17, 2017 at 11:08 AM
Create Workflow Group Items
As users disposition leads in their Lead Pipeline, the disposition they select will flag the lead with a workflow group item. a. Click 'Edit' o...
Fri, Feb 17, 2017 at 11:10 AM
Custom Fields
Custom fields allow you to collect and record additional information about your leads that is specific to your business use case. For example, you can setup...
Fri, Feb 17, 2017 at 11:13 AM