Workflows - Call Only State

How to create a Call Only State that won't update the Lead State

Laminin

  1. 1. Under "Campaign Management", click on "Workflows"

    Under "Campaign Management", click on "Workflows"

  2. 2. Select the Workflow that you want to update

    Alternatively if you want to create a new Workflow, click on "Add"

    Select the Workflow that you want to update

  3. 3. Click on the "Edit" button to edit an existing Workflow Process

    Alternatively if you want to create a new Workflow Process, click on "Add Process"

    Click on the "Edit" button to edit an existing Workflow Process

  4. 4. Click on the "Edit" button to edit an existing state

    Alternatively if you want to create a new State, click on "Add"

    Click on the "Edit" button to edit an existing state

  5. 5. Click on the "Call Only" checkbox to mark this state as a call only state that won't change the lead state

    Click on the "Call Only" checkbox to mark this state as a call only state that won't change the lead state

  6. 6. Click on "Save"

    Click on "Save"