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How to Start with Workflows
How to Start with Workflows
1. Customer Service
New Call / Appt Confirmation & Reminders
Lead/Call/Appt Form Submitted
Cancelled Or No Show --> Let's Reschedule
2. Marketing
Chat Widget
3. Sales
New Form Submission From Website
New Inbound Lead --> Follow-up To Schedule Call
When An Invoice Is Sent
When An Invoice Is Paid
4. Contact and List Management
List Clean Up Check/Update Info (Name, Email, Phone is Present)
Unsubscribe/Bounced/Complained --> Set Channel DNDs
Reengaged --> Resubscribe
5. Phone System
Interactive Voice Response
6. Manual Actions
Manual Assign
