Leadline Docs
Workflows

Create Workflow

Overview

This playbook covers how to create a new Workflow in Leadline.

→ See 113 - Workflows for full product knowledge on Workflows, including required stages, stage types, and automations.

→ See 125 - User-Permissions for more information on permissions required to create and manage Workflows.

How Do I Create a Workflow?

  1. From Global Navigation, click the Workflows tab (Company Administrators can also navigate to Admin Hub > Workflows).
  2. Click the blue "Create Workflow" button.
  3. In the Workflow Name text field, type the title of your workflow.

Note: New Workflows are created with the four required stages — see 113 - Workflows for details.

  1. Add any additional stages your workflow needs. → See 1002 - Add-Workflow-Stage for instructions on adding a stage, 1005 - Configure-Workflow-Stage-Order for setting stage order, and 1014 - Update-Stage-Type for marking a stage's type.

Note: Multiple stages can be marked as unqualified.

  1. Determine who should have visibility into the workflow by selecting the users in your account you'd like to grant access to. → See 1006 - Assign-Users-To-Workflow for full instructions.
  2. Add automations for each stage in the workflow. → See 1007 - Configure-Email-Automation, 1008 - Configure-SMS-Text-Message-Flow-Automation, and 1009 - Configure-Sync-to-ATS-Automation for instructions on each automation type.
  3. Click "Save."

Your workflow is now created.

113 - Workflows — Full product knowledge on Workflows including required stages, stage types, and automations 1002 - Add-Workflow-Stage — Instructions for adding stages to a Workflow 1005 - Configure-Workflow-Stage-Order — Instructions for rearranging Workflow stage order 1006 - Assign-Users-To-Workflow — Instructions for assigning users to a Workflow 1007 - Configure-Email-Automation — Instructions for configuring email automations 1008 - Configure-SMS-Text-Message-Flow-Automation — Instructions for configuring SMS Message Flow automations 1009 - Configure-Sync-to-ATS-Automation — Instructions for configuring ATS sync automations 1014 - Update-Stage-Type — Instructions for updating Stage Types within a Workflow 125 - User-Permissions — Learn about permissions required to create and manage Workflows 102 - Admin-Hub — Learn how Workflows are managed in the Admin Hub 101 - Platform-Links — Direct links to the Workflows page and Admin Hub

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