Leads, opportunities and pipeline
How to manage leads with automations and reminders
3 articles
- Moving leads to another workflow/boardMove 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.
- Setting up a leads workflow/pipeline/boardSet up workflows to reflect the distinct sales process for different types of leads
- Create a lead from an emailOpen an email in your Zigaflow inbox and turn it into a lead using a preset, with a lead icon showing other users it has been dealt with.