Lead Workflow refers to the sequence of stages that a lead progresses through from creation to fulfillment. It outlines the steps involved in managing and nurturing a lead, ensuring that each phase is systematically tracked and executed. This workflow helps streamline the process, maintain consistency, and improve conversion rates by ensuring leads are properly followed up, evaluated, and transitioned into potential clients.
Information: To read more how to configure a new Lead Workflow, click here: Setup a Leads Workflow. This article provides an in-depth guide on configuring stages in a lead workflow and mapping stage types to each stage.
Note: You can customise the lead workflow stages according to your specific needs.
Information: To read more on lead creation, click here: Create a Lead.
Information: For further details on where the leads are listed after creation within a specific lead Workflow, click here: Leads Landing.
Here are the actions you can take when clicking on Leads in the main header:
- Lead Creation: This involves initiating a new lead by adding key details such as the lead's name, contact information, and associated workflow. This step starts the journey of turning a potential lead into an active opportunity.
- Here, you will find a list of all the active Lead Workflows you created from the Lead Workflow Masters.
Note: You can designate any workflow as the default in the Lead Workflow master. Additionally, you cannot delete the default workflow, as the delete option is disabled for this case.
Information: You can make the workflows inactive from the lead workflow masters. This hides the entire workflow and its associated leads from the leads page. When users navigate to the leads section, inactive lead workflows are not displayed.
Each Lead Workflow grid consist of details as shown in the figure below:Lead Master – Lead Workflow - Set as default
- New Lead: Displays the total number of new leads in a stage mapped to the stage type in the lead pipeline, marking the starting point where potential leads are created and tracked.
- Discovery: Displays leads in a stage mapped to the stage type undergoing initial research to understand their needs, goals, and alignment with your offerings.
- Negotiation: Shows leads in the stage mapped to this stage type of finalising terms, addressing concerns, and agreeing on mutually beneficial conditions.
- Convert to Client: Represents leads that are successfully converted into clients, marking the end of the workflow.
- Clicking on the number here will directly redirect you to the specific page.
- To view the Lead Workflow structure, click on View Lead Workflow.
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The total lead count reflects the combined number of leads within that specific workflow, encompassing all stages of the lead pipeline.
Leads - Lead Workflow
Information: If you have selected a Lead Workflow from the Lead Workflow landing page, you can switch to a different one directly from the Lead Landing page.
Information: On creating a lead under a Lead Workflow from the Lead Landing page, you can choose any of the Lead Workflows from the lead workflow drop-down. You have the option to select a different workflow as per your needs. The lead(s) displayed will be specific to the selected workflow. To read more on the Lead Landing page; click here: Lead Landing.
Information: To read more on the Lead Summary page, click here: Lead Summary.