Advanced Sales Workflow
Advanced Sales Workflow
Sales Workflow - Key TermsYour sales workflow is what drives performance of your sales lead management solution. Review key terms to get up to speed quickly.
Introduction to WorkflowsUse workflows to define lead milestones and automate important functions across your sales process within your organization.
Sales Workflow - Adding Workflows and StatusesYour sales workflow is what drives performance of your sales lead management solution *we recommend assistance for optimal results
Sales Workflow - Configuring ActionsA disposition that controls and automates what happens to a lead across your sales process.
Sales Workflow - Copy and ReplicateCopying a sales workflow can save time and replicate a workflow that already works for you
Compliance - Configure a Do Not Contact ActionEnsure your users are updating DNC requests, enforcing compliance by ensuring prospects are not called, emailed, or solicited.
Control How Leads are Updated with Automated EventsUse automated events to control when your leads are updated or to nurture leads based on your business needs.
Sales Workflow - Automated EventsAutomated events allow you to maximize the effectiveness of every sales milestone, status *we recommend assistance from a success manager