Set up lead workflows
The main messages to automate for your leads, from a first reply to win or loss.
Table of Contents
A basic lead setup covers these moments.
New lead: acknowledge at once.
Quiet lead: a couple of follow-ups.
Won: welcome them as a patient.
Lost: a polite goodbye.
Build each as a workflow. Assign a task for anything that needs a person. See the Win Rate by Owner report to check results.
Up next
Next, read Create a new enquiry reply.