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17 articles for “workflows”
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- Dynamic Workflow Triggers Manage Forms Dynamic Workflow Triggers A Dynamic Workflow Trigger starts a workflow because of what a visitor answered. For example: when someone picks the highest price range, start the workflow that alerts your senior salesperson. When s …
- Deleting a workflow Manage Workflows Deleting a workflow Click the bin in the workflow’s Actions. A confirmation page opens. Click Delete to remove the workflow, or Cancel to keep it. Before you delete: if a form still uses the workflow, OpenLeads tells you …
- Deleting the workflow Workflow Detail Deleting the workflow Click Delete Workflow at the top of the page. A confirmation page opens; click Delete to remove the workflow or Cancel to keep it. If the workflow is still attached to a form or to a workflow trigger, …
- Adding a workflow Manage Workflows Adding a workflow Click Add Workflow. Type a name. Pick one that tells you when to use it, such as “Open House Follow-Up”. Choose the category it belongs in. You can leave it as Uncategorized and move it later. Click C …
- What a workflow can do Manage Workflows What a workflow can do Each workflow is made of sections. You fill in only the ones you need, and everything you set happens when the workflow is applied to a lead. Section What it does when the workflow is applied Detail a …
- What does the Attached workflows column tell me? Message Library Common questions What does the Attached workflows column tell me? Which workflows use the message as an autoresponder. See Workflow Detail for how messages work on a workflow.
- A workflow in a rule is greyed out. Manage Forms Questions and answers A workflow in a rule is greyed out. It is the workflow chosen under Apply workflow on the Settings tab. It already starts for every lead, so it does not need a rule.
- My trigger did not start its workflow. Manage Forms Questions and answers My trigger did not start its workflow. … red (text is compared exactly, capital letters included), and the workflow in the rule is the one you expect. Then send a test submission through the form’s link.
Articles
- Manage Workflows Workflows apply a whole set of actions to a lead in one step: status, pipeline stage, types, users, automatic emails and tasks. This guide shows how to find, add, organize, copy and delete workflows on the Workflows page, and how to apply them to your leads.
- Workflow Detail … ite the emails a workflow sends. Where to find it: open Settings, choose Workflows and click the name of a workflow. To make a new one, click Add Workflow on the Workflows page and it opens here. The page at a glance The …
- Manage Forms … ttings, click Forms, and click the name of a form. The forms, fields and workflows in these pictures are examples. If your account calls Forms something else, you will see that name on the first button of the toolbar. Bu …
- Message Library … edit it. 3 Created The date and time the message was created. 4 Attached workflows The workflows that use this message as an autoresponder. None means no workflow uses it. 5 Editor How the message was built. Classic mess …
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Managing Users
… when editing leads. They cannot change or delete types. Settings Manage Workflows Add, change and delete workflows. Tasks Delete All Tasks Delete other people's tasks. Tasks Delete Tasks Delete their own tasks. Views Sa …
Jump to: What each permission does
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Permissions Grid
… when editing leads. They cannot change or delete types. Settings Manage Workflows Add, change and delete workflows. Tasks Delete All Tasks Delete other people's tasks. Tasks Delete Tasks Delete their own tasks. Views Sa …
Jump to: What each permission does
- Lead List … t on one lead or thousands at once with Apply to view: send email, apply workflows, assign users and types, update fields, clean up your data, export, archive and much more, with a preview before anything changes and an …
- Forms How to manage your forms: read the list (public link, submissions, workflow and spam protection for each form), add a Primary or Update form, copy a form’s link, preview it and get its website code, search, filter and sort, drag to reorder, duplicate and delete forms, and spot forms with no spam protection.
- Reporting Guide Idle Leads Leads that nobody follows up on are leads you lose. The Lead follow-up reports find them: open leads that no one has touched for a number of days you choose, who they belong to, where they sit in your pipeline, and how long they have been waiting.
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Lead Detail
The Lead Detail Screen Clicking any lead in the lead list opens the Lead Detail screen — the full record for that lead, and where most day-to-day work happens. Everything on this screen is editable in place: click a fiel …
Jump to: Lead actions
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Reporting
How to use Reporting: ready-made reports, building your own with breakdowns, numbers, filters and charts, comparing periods, seeing the leads behind any number, idle leads, reporting across accounts and groups, and saving, sharing, scheduling and exporting reports.
Jump to: Idle leads and follow-up
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The Dashboard
A complete walkthrough of the Dashboard: the four summary tiles, the breakdown charts and how to click through to the leads behind them, Upcoming Tasks in list and calendar view, Pipeline Value, Time to First Touch, and how to rearrange, hide and save up to three layouts of your own.
Jump to: Time to First Touch
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The Tasks Tab
The Task Tab is your quick view of your Open Leads Tasks or your online "To-Do" List. The Task Tab consists of your Calendar and your Tasks List.
Jump to: Branching
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Reporting Guide
… visits, notes, attachments, emails, completed tasks, status changes and workflows already recorded on each lead. Pipeline snapshots, form views and form lead sources cannot be rebuilt for the past. They start the day tr …
Jump to: What was filled in from history
- Manage Types How to manage your lead types: add a type and choose its color, edit and rename types, drag to reorder or sort the whole list in one click, read the usage count and bar on each type, search and filter the list, find types that are not in use, and delete a type safely.
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Reporting Guide Task Reports
… ople create for themselves or each other. Tasks created automatically by workflows are left out. Each task is counted against the person it is assigned to. Tasks on deleted leads are left out, and tasks on archived leads …
Jump to: Which tasks are counted
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Reporting Guide Data Source
… -time rate and average hours to complete. Good to know: Tasks created by workflows are left out, so the numbers reflect work people set for themselves and each other. If you can only see your own leads, you only see your …
Jump to: Tasks
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