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If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.

New Feature

Set Lead Status Instant Action in Workflows

Set Lead Status Instant Action in Workflows

A new action is available in Workflows: automatically updating a Lead's status. You can configure Workflows to change a Lead's status at one or multiple points in the flow, reducing manual work and improving accuracy.

For example, at the start of a Workflow you might set a Lead's status to "Potential" or "Actively Working." If the Lead reaches the end of the Workflow without engaging or responding, their status could automatically change to "Unresponsive."

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