Introduction to a Workflow

A Workflow (or Sales Workflow) is one of the cornerstones of your sales process. Your workflow defines the important sales milestones across your organization. These sales milestones quickly outline where your leads are within the sales cycle, and assist your sales team in determining what should be done next based on your business process.  

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.  

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