Skip to main content

Moving leads to another workflow/board

Move one or more leads to another workflow or board, either as they are or via a pre-build so they pick up new automated emails and tasks.

Leads/Opportunities/Enquiries or whatever else you have called them can be moved to another workflow or board. They can be moved 'As is' without inheriting any new automated emails or tasks, or by selecting the option to move via a pre-build, they can inherit a new set of automated emails and tasks.

Choose how to move the leads

1. Click "Go To"

Zigaflow Dashboard with the "Go To" menu in the top navigation bar highlighted, above the Recently Created Quotations panel

2. Click "Leads" or whatever you have renamed the module to

Go To menu open over the Dashboard, listing modules such as Items, Projects and Jobs, with Leads highlighted

3. Click on "Bulk Action"

Leads list toolbar with the Bulk Action dropdown arrow highlighted, next to Pre-Builds, Deleted, Export and List buttons

4. Click "- Workflow" to move the leads as they are or "Workflow via Pre-Build" to inherit a different prebuild's functionality at the same time, such as automated emails and tasks

Bulk Action dropdown on the leads list open under Update, with the "- Workflow" option highlighted below Order Tags

Select and move the leads

5. Select the lead(s) to move

Leads list with L1028 and L1027 checked and the checkbox for lead L1025 highlighted to select leads to move

6. Click "Update Workflow"

Leads list with Business Type, Phone, Linked and Assigned User columns, Update Workflow button highlighted beside Cancel

7. Select the workflow to move them to, in this example it is "Newsletters"

Move Workflow dialog with the Select list open, highlighting the Newsletters workflow as the destination for the leads

8. Click on the "Select' button next to the status in the workflow you want to move them to

Move Workflow dialog with Newsletters workflow chosen and the Select button highlighted next to Ready to Validate status

9. The lead(s) are then moved to the other workflow

Learn more: leads in Zigaflow

Did this answer your question?