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Adding Workflow Activities

Setting up activities for your consultants to use in leads

Clive avatar
Written by Clive
Updated over a week ago

Before adding workflow activities to leads management, ensure 

  1. You have access rights to settings

  2. 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


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