Overview
Workflows in SalesExec define how leads move through your sales process by linking conditions (criteria) with automated actions. Think of a workflow as a rule engine that looks at leads, decides what needs to happen next, and then takes that action without manual intervention. Workflows ensure consistency, speed, and accuracy throughout the lead lifecycle.
Key Functionality
Define criteria that determine when workflow logic should run.
Trigger actions automatically based on lead attributes or events.
Support automated status updates, assignments, alerts, messaging, and more.
Enable complex automation based on combinations of conditions.
Improve lead handling efficiency and enforce best practices consistently.
In ClickPoint, your workflow defines your sales process. There are three major components to the workflow:
Buckets are a broad category for your leads, typically corresponding with a major milestone in your sales process.
Statuses are subcategories for leads. Each bucket has at least one status, but you will typically have multiple statuses in each bucket. Statuses will help define and track exactly where a lead is within your sales workflow.
Actions are the available dispositions that can be used on a lead to move it through your workflow. Each status is configured with its own set of actions.
Understanding your configured workflow is imperative for ensuring that you're optimizing your sales process and can track your leads appropriately.
How to Use This Feature
To review your custom Workflow settings...
Navigate to More > Settings > Sales Workflow.
In the Workflow Settings page you can see the various buckets that make up your complete sales workflow.
For each workflow bucket, you can click the edit icon to see the details of the configured statuses and actions.
Win Probability is a percentage value assigned to a workflow stage that represents how likely a lead or opportunity is to convert or close, based on its current position in the process. It is primarily used for forecasting, reporting, and prioritizing leads.
Pro Tip: System Statuses are used to categorize your statuses and can be used as criteria for lead distributions and for tracking lead progress in certain reports.
Best PracticesStart with simple workflows and build complexity only as needed.
Use clear, descriptive names so other admins understand each workflow’s purpose.
Document your logic so changes over time can be audited and understood.
Group related criteria logically to prevent misfires.
Regularly review active workflows to ensure they still match business priorities.
Troubleshooting
Confirm that actions are configured correctly and refer to valid templates or statuses.
For time-based criteria, ensure your workflow timing settings align with expected execution windows.
Review recent lead history to see whether the workflow was evaluated and whether conditions matched.
Ensure no overlapping workflows conflict or override desired behavior.