Overview
Workflows in SalesExec are used to automate how leads are processed within the platform. They allow administrators to define rules that determine when specific actions should occur based on lead activity or system events. Workflows help ensure leads are handled consistently and according to defined business rules.
This feature is designed to reduce manual effort and support structured lead management across the system.
Key Functionality
Automate actions based on predefined conditions
Apply rules consistently to leads as they move through the system
Support system-driven lead processing without manual intervention
Centralize automation logic for easier management and updates
How to Use This Feature
Workflow Bucket
Leads start off segmented into a Workflow bucket. A workflow bucket groups all similar leads into a single location. For example, all of your leads that are classified as new, or have contact attempts made, could be organized in a bucket called Uncontacted Leads (below image). By segmenting your leads this way, the salesperson can quickly organize and determine what they should be doing next.
Status
Within each Workflow bucket is a set of Statuses. Think of Status as sales milestones. They are used to help your sales team quickly identify where a prospect is within the sales process. In the below image, you will see a lead in the sales status of New Lead within the workflow bucket Uncontacted Leads.
Selecting Actions
Within each status, is a configurable set of Actions. Each Action represents a contact outcome for an individual lead. When a salesperson reaches out and connects with a lead, the lead may be interested in your product and wants to schedule a time to call back. Perhaps you are not able to get them on the line but left them a voicemail.
Actions are grouped within categories in each Status. These categories make it easier for a salesperson to navigate to the appropriate action, depending on the call outcome.
Best Practices
Use workflows to standardize lead handling across users and teams
Clearly define the purpose of each workflow before creating it
Keep workflows simple to avoid unintended behavior
Review workflows periodically to ensure they remain relevant
Troubleshooting
If expected actions are not occurring, confirm the workflow is enabled
Verify that workflow conditions match actual lead data
Check for multiple workflows that may affect the same leads
Review recent changes that may have altered workflow behavior