Before adding workflow activities to leads management, ensure
You have access rights to settings
Any required Email Templates have been setup, you are unclear on this you can read this article:
If these have been satisfied continue working through this article to setup workflows for your sales team
Step 1.
Navigate to the Leads Management section of the system
Step 2.
In Work Flow > Predefined Activities select Add
Step 3.
In the modal which loads to Add Action, decide if you would like to have this as a step which linked to an email or have one which isn't.
If it is a step which which needs a call to be made, for example, do not select the is Email* checkbox
In this example we'll add an email step
Once Save is selected the new action will appear in the Predefined Activities
Step 4.
Select Add Template to the Send Email activity
Select the subject line which matches the email template you've setup in the dropdown list and select Save
Multiple email templates can be added to a step to cater for different scenarios
Note that activities can be re-ordered only if there is more than one
Continue to Next Article:
Adding Channels and Sources
Related Articles:
Working with activities in leads