Funnel Guide for To-Dos & Workflow

Table of Contents:

To-Dos Guide

How to Start a Workflow in Funnel

How to Stop a Workflow in Funnel

To-Dos Guide:

To-Dos:

How system-generated To-Dos surface Follow-Ups, Calls, and Appointments so nothing falls through the cracks between status updates and daily execution.

Purpose:

A To-Do is a system-generated task that surfaces automatically based on a Contact's activity or an action the user has already taken. To-Dos exist to make sure nothing falls through the cracks between status updates and daily execution.

Types of To-Dos:

The To-Dos list, showing Follow-Ups, Calls, and Appointments.

Quick Recap: To-Dos Guide

• To-Dos are generated automatically; users don't create them directly.
• Follow-Ups catch appointments left un-updated 24 to 48 hours past their scheduled time.
• Calls come from Schedule Call; Appointments come from any scheduled meeting.
• Check To-Dos regularly to keep every Contact's status current.

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How to Start a Workflow in Funnel

From the Dashboard, selected as many leads as you want to start:

Then hit the "Workflow" button at the bottom of the page:

Then, select the lead type corresponding to the leads you selected:

You can verify that it worked by clicking on a lead to open it. You should be able to see something like this:

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How to Stop a Workflow in Funnel

You can stop a workflow on a specific lead by opening the lead from the Dashboard.

Once you have the lead open, you'll see a "workflow *****" button just below the name. It'll look something like this:

If you click that button, the workflow will be stopped.

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