To provide a clear and concise step-by-step guide for team members to efficiently use workflows to change the lead temperature of multiple leads from "hot" to "unknown" or any other desired value in bulk, minimizing errors and maximizing productivity.
Key Steps
Log In and Create a Workflow
Log into the system.
Navigate to the workflows section.
Click on "Create Workflow."
Name the workflow (e.g., "Set Lead Temp to Unknown").
Save the workflow by clicking the "Save" button.
Set Workflow Conditions
Ensure the workflow applies immediately upon assignment.
Leave the condition settings as default if no specific conditions are needed.
Define Workflow Actions
Scroll down to the "Actions" section.
Select "Change Property Value."
Set the property to "Temperature" and the value to "Unknown."
Filter Leads
Navigate to the "All Properties" section.
Use the filter to find leads associated with the specific campaign and having a temperature of "Hot."
Confirm that only the leads you want to change are displayed.
Select Leads
Select all leads displayed, ensuring you include those not visible on the current page.
Right-click on the selected leads.
Add Workflow to Selected Leads
Choose "Add Workflow" from the right-click menu.
If the workflow does not appear, refresh the page to update the workflow list.
Search for the workflow by typing part of its name (e.g., "temp").
Select the workflow and confirm by clicking "Yes" when prompted.
Verify Changes
Open a new tab to check the properties of the updated leads.
Confirm that the lead temperature has been successfully changed to "Unknown."
Cautionary Notes
Always ensure you have the correct leads selected before applying the workflow to avoid unintended changes.
Double-check the workflow name and actions to ensure they align with the desired changes.
Refresh the page if the workflow does not appear after creation.
Tips for Efficiency
Use specific naming conventions for workflows to easily identify their purpose.
Familiarize yourself with the filtering options to quickly locate the leads you need to modify.
Regularly save your progress while working on workflows to prevent data loss.
Consider creating templates for common workflows to streamline future tasks.