Workflow
Define your sales process for outreach with the help of workflows.Workflow Overview
Introduction to Workflows
Here you can find information about Workflows, how they work and why you should use them?
Create Workflow
Edit, clone, delete and manage workflow steps
Learn about the add-on features while creating a workflow.
Create new workflow from scratch
How to create a workflow from scratch?
Add email template to workflow step
Learn how to add a template in your Email step while creating a workflow.
A/B Test - Email Template
Test two or more templates to determine which is better.
Create clone of existing workflow
Want to A/B test your workflows? Create a clone of existing workflow and run 2 workflows simultaneously.
Workflow + Prospects
Mark prospect as replied or finished
How do I mark a prospect as replied or finished in a workflow?
Workflow Prospects
Check out the status of your prospect in a workflow and take actions accordingly.
Remove prospects from workflow
How do I remove prospects from a workflow?
(x)Pause a prospect in workflow
How do I pause or resume prospects in a workflow?
Assign prospects to workflow
How to assign prospects in a workflow?
Workflow Performance
Step-wise Workflow Performance
Which steps are working out for this persona vs which steps aren't? On which step are prospects opting out?
Workflow Performance Overview
How is my workflow performing?