Lead workflows allow you to manage the status of multiple leads at once when the conditions of the workflow are met. The workflow either updates the status of a lead or archives the lead. This article covers the setup of a lead workflow.
To add a lead workflow
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select Workflows in the side menu and select the Leads tab.
Click the Add button in the Operator Level Lead Workflow section. The Add Lead Workflow menu appears.
TIP: If you want to create a lead workflow for a single property, click the Add button in the Property Level Lead Workflow section.
Fill in the Action fields. See below for screen references.
NOTE: The conditions you select in the Action section fit together to form a complete sentence describing the workflow's behavior:
If a lead has no activity in [number] days and the lead's status [is/is not] set to [select status]. [Change the lead status to] [select status] and update the Change reason to [select change reason]
[Archive the lead]
TIP: You can set up email workflows to notify you when the lead workflow runs. For more information, see Creating a lead email workflow.
Lead workflow screen references
If a lead has no activity in | Enter a positive numerical value for the number of days a lead should be in a certain status before the lead workflow processes a lead record. |
And the leads status | Select Is or Is Not from the drop down. |
Set to | Select the status of the lead from this drop down.
NOTE: The dynamic statuses in this field correspond to the Custom Fields for leads. For more information, see Customizing lead status labels. |
Change the Lead Status to: & And update the Change Reason to: | Choose a new lead status and change reason from the drop down menus.
NOTE: The dynamic statuses and reasons in these fields correspond to the Custom Fields for leads. For more information, see Customizing lead status labels. |
Archive the Lead | Archives the lead. |