Lead Management
JD

John Doe

Administrator

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Workflow Automation

Workflow Automation
Automate lead nurturing and sales processes

Automated Workflows

Create and manage multi-step lead nurturing workflows

New Lead Nurturing
Active
Automated workflow for new leads

Triggers

New Lead Created

Steps

5 steps

Last Modified

2023-04-12

0 days7 days14 days30 days
Demo Follow-up
Active
Follow-up sequence after product demos

Triggers

Demo Completed

Steps

3 steps

Last Modified

2023-04-05

0 days7 days14 days30 days
Re-engagement Campaign
Inactive
Re-engage inactive leads

Triggers

30 Days Inactive

Steps

4 steps

Last Modified

2023-03-28

0 days7 days14 days30 days
Workflow Templates
Start with pre-built workflow templates
Welcome Sequence

5-step sequence to welcome and educate new leads

Demo Follow-up

3-step sequence to follow up after product demos

Re-engagement

4-step sequence to re-engage inactive leads