How to create a Salesflow
Salesflows or Workflows can be used by you and your sales team to track enquiries and prospects through a set of steps to make the whole process easier.
To create a new campaign, salesflow or workflow (they're all referring to the same thing), follow these steps:
- Use either the Quick Add button in the top Navbar, the Actions Button at the top right of the Campaigns/Workflows page:
- Next, give your campaign a name, choose the type of campaign you want (for Sales choose "Person"), and click the Save Campaign button.
- Now, click on "Add a step to this campaign" to add your milestones or stages in your salesflow.
PRO TIP: Each step in your sales or workflow can have tasks or reminders created. So don't create a step for every task that should happen, rather think of the "Milestone" you're getting your account or prospect to when choosing what steps to use.
