Support Forums/Tips, Tricks & Best Practices

Best Practices Workflow PDF Templates (All Verticals)

Leads360 Support December 16, 2009

When you start using Leads360 your database will be set by default to use our best practices workflow for your particular industry or vertical. To make it easier for you to understand this workflow, we've created PDF documents that graphically depicts all possible routes a lead takes as it moves through the sales cycle on a single sheet. Includes information on the interrelation of:

  • Statuses
  • Actions
  • Emails
  • Reminders
  • Drip Emails
  • User Notifications
  • Redistribution

Please download the Best Practices Workflow Document for Your Vertical:

NOTE: If you are in an industry other than the ones listed above you will most likely start with a blank database and our client services team will help you develop a customized best practices workflow for you.

 
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