Our most recent update to Open Leads is Workflow Categorization and Sorting

OpenLeads now gives Administrators the ability to categorize and sort their Workflows. This process is extremely useful and important to setting up both basic and more complex Workflows or combinations of Workflows.

Often times users have primary Workflows that manage simple tasks and are applied manually by sales staff as the enter and begin working their leads. These can be labeled and placed at the top of the Workflow lists to make it easy for sales reps to find them when applying them to a lead.

Other times, users have configured more complex Workflow processes that utilize multiple Workflows to carry a prospect through the sales process – usually this means that one or more Workfliows are triggered automatically by completing a Task in the system. By labeling and sorting the Workflows, it is much simpler for the Account Administrator to find, maintain, and update Workflows as needed.

For more information, see the article in our Knowledge Base


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