Automate with workflows

Workflows run the routine steps that happen the same way every time, so nobody has to remember them. Rules run on their own.

#What a workflow can do

• Assign new leads to the right person.
• Create follow-up tasks.
• Nudge the team about deals that are stuck.

#Create your first workflow

1. Open Automation

   In the CRM top menu choose Automation, then Workflows. You will see “No workflows yet” until you create one.

   

2. Start a workflow

   Choose Create Workflow (or Create your first workflow). A good first rule follows the example on the screen: “When a lead is created, assign it to the team in turn”.

   

3. Pick the trigger and the action

   Choose what starts the rule, for example a new lead, then what should happen, for example assign it or create a follow-up task.

4. Turn it on

   Save the workflow and switch it on. It now runs by itself.

5. Check what ran

   Open the Run history tab to see when each workflow ran.

   

#Good first workflows

• Assign every new lead to the next person on the team, in turn.
• Create a follow-up task when a lead moves to Proposal Sent.
• Nudge the owner when a deal has not moved for a while.