Salesflows

Create a salesflow

1. In the CRM, open Salesflows and click New salesflow.
2. Name it and click Create.
3. Add steps in order, then click Switch on.

Step types

• Create a task: a to-do that lands in your CRM inbox, due after the days you set.
• Wait: pause for a number of days before the next step.
• Add to email campaign: put the lead into one of your campaigns.

Enroll leads

1. Under Leads, choose a table.
2. Click Enroll table.
3. Follow each lead's step, next run and status in the table below.

Tips

• Use the arrows to reorder steps, or Remove to delete one.
• Click Pause to stop a salesflow without losing where each lead is.