Overview:
This feature enables administrators to define and automate the actions (also known as dispositions) that occur when a lead moves through your sales workflow in SalesExec. Navigate to More → Settings → Create a Sales Workflow → Edit Workflow → Add Action.
Key Functionality:
Change Status or Workflow: Move a lead to a status within the same workflow, or a status in a new workflow within the same Record Type.
Contact Attempted + Made: This Action Operation is used to denote that a Contact Attempt was made on a lead. This directly factors Response Time calculations when considering speed to contact on new leads within ClickPoint. If this operation is disabled, the lead will not be marked as a contact being attempted.
Add Appointment: Create an appointment for either yourself or another user.
Send Email Template: Send an already configured email template to a lead.
Set Email Nurture Strategy: Add an already configured nurture strategy to a lead.
Transfer Lead: Transfer a lead to another User, Branch or Corporate level. Disable all transfer options to force an assignment to the user interacting with the lead. Use Distribute After Transfer to send a lead through a Push Distribution if it qualifies.
Return Lead: Remove a lead from the Lead Manager Screen. This is used for flagging bad leads.
Release Pull: Primarily used in conjunction with Pull Distributions. This signifies the minimum amount of time that must elapse before a lead can be pulled within a distribution strategy. Use Decrement Pull Count on Release if you need to reduce the number of pull attempts one value.
Add Do Not Contact List: Flag a lead 'Do Not Contact'.
Mark Favorite Lead: Flag a lead as Favorite which adds a star to it on the Lead Manager Screen. This is used to make a tagged lead easier to find.
Remove From Nurture: Remove any applied Nurture Strategy
Close Lead: Signifies that a deal is won and a sale closed. Use this to give credit to a user. This operation is used heavily in Performance Reports.
Web Request: Ability to conduct an HTTP Post to an endpoint. Mostly used when posting a lead from one ClickPoint record type or account to another.
Send SMS Template: Send a crafted Text SMS template to your lead following an action disposition.
Add Note: Ability to add a note or add a pre-filled note to a lead.
How to Use This Feature:
Go to the Edit Workflow page.
Select the status you want to create the action for.
Click on the three dots button — a pop-up will appear on the right side.
Choose Apply Template if you want to copy an already configured status with its actions and operators.
Name your action.
Select a category from the default list or create your own custom category.
In the configuration screen, toggle the operations you want (e.g., Change Status, Send Email Template, Add Appointment, Transfer Lead, etc.).
Once configured, click Update Action (or similar) to save. Refresh or navigate back to verify your action appears correctly.
Adding an Action
Best Practices:
Draft your workflows and status transitions on paper or in a diagram before configuring in SalesExec.
Group similar actions into logical categories (e.g., Contact Attempt, Appointment Set, Closed/Won) for usability.
Keep action names clear and user-friendly, so sales reps understand the outcome when selecting them.
Use as many automation operations as make sense, but avoid over-complicating: too many branches can confuse users.
Test your actions in a sandbox or with sample leads before rolling out to production.
Troubleshooting:
Action doesn’t appear under status → Verify the action was saved, associated with the correct status, and the workflow is enabled.
Operation (e.g., Email Template) doesn’t trigger → Confirm that the template exists, is active, and that the user has permission to send it.
Lead doesn’t transfer after action → Check the transfer settings, ensure correct target user/branch, and that “Distribute After Transfer” is set if needed.
Response time metrics seem incorrect → Ensure “Contact Attempted + Made” operation is enabled for the relevant action; only those flagged count toward response time.
Too many or irrelevant actions visible to users → Review categories, streamline actions to only those needed per status, and disable unused ones.