Turn on a workflow
Workflows decide when each lead comes back to your list. Nothing is scheduled until one does, so this is the step that keeps leads from going cold. The library has ready-made ones you can switch on in a minute.
On this page
What a workflow does
A workflow waits for something to happen, like a call being logged or a listing price dropping, then acts: it sets the next follow-up, pings the lead’s owner or marks the lead Hot. Each one you add from the library becomes your own copy.
Went through setup? You may already have New lead nudges, After a call and Past-due nudges on. Check Manage › Workflows.
Switch one on
Only the workspace owner can add workflows or switch them on and off. Everyone else can open the library and see what each one does.
- 1
Open the library
Go to Manage › Workflow library. The buttons at the top filter it by kind.
AllNew leadsFollow-upsOffersListing - 2
Pick one
Click a card to see what it does. The ones marked Recommended are a good start, and After a call is the one most people want first.
- 3
Fill in the blanks
Under Set it up, change its few settings, like how long to wait after a voicemail. What it does and What happens if… follow your changes.
- 4
Bring in the leads you have
Under Leads already here, tick Also add the leads that fit now (it says how many) to start it on your current leads too. Leave it off and only new events let leads in.
- 5
Switch it on
Press Add and turn on, or Add, switched off to keep it for later. It opens on its canvas and shows in Manage › Workflows, with a switch to turn it on or off.
Add and turn onAdd, switched off
Good to know
- Only workflows set follow-ups. There’s no way to pick a follow-up date by hand.
- Every workflow counts toward your plan’s limit, drafts and switched-off ones too. Plot has room for 5.
- A card marked Soon can’t be added yet.
- More on each one in Ready-made workflows. To change the steps or draw your own, see Build a workflow.