Overview
Use immediate, delayed, scheduled, status-based, and bulk lead workflows safely.
Prerequisites and access
Use an active account whose role and plan include this feature. Options not allowed by the role or plan are not displayed.
Steps
- Choose whether all conditions or any condition must match and configure only supported lead fields and operators.
- Select a safe action such as send template email, update an allowed field, set status, or assign an eligible user.
- Review run history for sent, skipped, or failed results; repeated runs avoid sending the same eligible delivery twice.
Expected result
The change is stored in the active workshop and becomes visible only to authorized users.
Edge cases
- Confirm the active workshop before changing data.
- Do not create duplicates when the record already exists.
- Features can be hidden when the plan, configuration, or permissions do not enable them.
Troubleshooting
Refresh the page, clear filters, verify role and plan access, then contact a superadmin with the time, workshop, and exact error message.