Add a workflow to a lead

Use workflows to automate tasks related to managing leads.

Table of Contents

• Create a lead workflow

• Apply a workflow to an existing lead

Create a lead workflow

1.    Select the gear icon from the top right-corner of the triConvey Home Dashboard.

2.    Select Workflows and then select Add New.

3.    Name the workflow and then select New Task to start building the workflow.

4.    Complete the Name, Due, and Assign to fields.

5.    Add a Leads category to each task to better track all your leads’ tasks. 

6.    Type the category in the field and press enter to apply it to the task.

7.    To ensure the workflow shows up for leads, apply it to the correct Lead Types by selecting change... and ticking all the Lead Types that it applies to.

Tip:  Make sure you are ticking lead types that display under the Lead Types folder, not the Matter Types folder, or else workflows will not apply to the leads.

8.    Tick always apply this Workflow to new Matters.

9.    Select Save & Close.

Apply a workflow to an existing lead

1.    Open the lead and then select Tasks.

2.    Select Apply Workflow.

3.    Select the lead workflow from the list.

4.    Select Next and then Done.