Start of the workflow
Lead operationsNative preview
Review a qualified enquiry
Check consent and qualification, find or create the contact, and prepare an internal review draft.
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Workflows for leads.
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177 workflows
Start of the workflow
Workflow outline
Lead IntakeWorkflow guide
Route a qualified agency enquiry
Give each incoming agency enquiry a clear next owner before a salesperson opens it. This workflow checks supplied service and budget facts, normalizes the email and returns a sales or review decision.
Workflow outline
Lead OperationsWorkflow guide
Lead Priority Ranking
Rank supplied prospects with a traceable weighted score and tie policy without creating an inferred purchasing-intent claim.
Workflow outline
Lead OperationsWorkflow guide
Capacity Aware Lead Assignment
Produce a bounded assignment proposal that respects declared owner capacity and reports every unassigned enquiry.
Workflow outline
Lead OperationsWorkflow guide
Territory Owner Resolution
Resolve a proposed territory owner from a supplied routing map and quarantine ambiguous or unmapped locations.
Workflow outline
Lead OperationsWorkflow guide
Account Domain Collision Review
Flag prospect accounts sharing domains with existing customers so an operator can inspect ownership before creating accounts.
Workflow outline
Lead OperationsWorkflow guide
Stale Opportunity Review
Return stale opportunity IDs and their stage-specific aging reason for a pipeline cleanup review.
Workflow outline
Lead OperationsWorkflow guide
First Response Aging
Calculate unreplied enquiry age and response delays to identify handoff gaps rather than assigning incident priority.
Workflow outline
Lead OperationsWorkflow guide
Next Touch Eligibility
Produce an eligible next-touch queue and reasoned exclusions from supplied sales follow-up records without sending outreach.
Workflow outline
Lead OperationsWorkflow guide
Meeting Attendee Window Intersection
Find meeting windows shared by every required attendee, with enough time for the supplied duration.
Workflow outline
Lead OperationsWorkflow guide
Pipeline Transition Audit
Flag impossible or disallowed stage transitions in supplied deal history without changing any opportunity.
Workflow outline
Lead OperationsWorkflow guide
Stage Field Condition Evaluation
Evaluate conditional deal-stage requirements and keep missing predicate facts separate from confirmed blocking fields.
Workflow outline
Lead IntakeWorkflow guide
Route a qualified agency enquiry — Slack plain text review draft
Return a validated enquiry decision with a sales or review queue, reason codes and a normalized email. Leave CRM creation to an explicitly connected downstream workflow. Prepare a Slack plain text review draft.
Workflow outline
Lead IntakeWorkflow guide
Route a qualified agency enquiry — Google Sheets RAW review row
Return a validated enquiry decision with a sales or review queue, reason codes and a normalized email. Leave CRM creation to an explicitly connected downstream workflow. Prepare a Google Sheets RAW review row.
Workflow outline
Lead OperationsWorkflow guide
Lead Priority Ranking — Slack plain text review draft
Rank supplied prospects with a traceable weighted score and tie policy without creating an inferred purchasing-intent claim. Prepare a Slack plain text review draft.
Workflow outline
Lead OperationsWorkflow guide
Lead Priority Ranking — Google Sheets RAW review row
Rank supplied prospects with a traceable weighted score and tie policy without creating an inferred purchasing-intent claim. Prepare a Google Sheets RAW review row.
Workflow outline
Lead OperationsWorkflow guide
Capacity Aware Lead Assignment — Slack plain text review draft
Produce a bounded assignment proposal that respects declared owner capacity and reports every unassigned enquiry. Prepare a Slack plain text review draft.
Workflow outline
Lead OperationsWorkflow guide
Capacity Aware Lead Assignment — Google Sheets RAW review row
Produce a bounded assignment proposal that respects declared owner capacity and reports every unassigned enquiry. Prepare a Google Sheets RAW review row.
Workflow outline
Lead OperationsWorkflow guide
Territory Owner Resolution — Slack plain text review draft
Resolve a proposed territory owner from a supplied routing map and quarantine ambiguous or unmapped locations. Prepare a Slack plain text review draft.
Workflow outline
Lead OperationsWorkflow guide
Territory Owner Resolution — Google Sheets RAW review row
Resolve a proposed territory owner from a supplied routing map and quarantine ambiguous or unmapped locations. Prepare a Google Sheets RAW review row.
Workflow outline
Lead OperationsWorkflow guide
Account Domain Collision Review — Slack plain text review draft
Flag prospect accounts sharing domains with existing customers so an operator can inspect ownership before creating accounts. Prepare a Slack plain text review draft.
Workflow outline
Lead OperationsWorkflow guide
Account Domain Collision Review — Google Sheets RAW review row
Flag prospect accounts sharing domains with existing customers so an operator can inspect ownership before creating accounts. Prepare a Google Sheets RAW review row.
Workflow outline
Lead OperationsWorkflow guide
Stale Opportunity Review — Slack plain text review draft
Return stale opportunity IDs and their stage-specific aging reason for a pipeline cleanup review. Prepare a Slack plain text review draft.
Workflow outline
Lead OperationsWorkflow guide
Stale Opportunity Review — Google Sheets RAW review row
Return stale opportunity IDs and their stage-specific aging reason for a pipeline cleanup review. Prepare a Google Sheets RAW review row.
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