Workflows - Call Only State
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Xander van Wyk

Created Dec 04, 2024

Workflows - Call Only State

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

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Laminin

6 Steps
1

Under "Campaign Management", click on "Workflows"

Under "Campaign Management", click on "Workflows"
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

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

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

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

Click on "Save"

Click on "Save"
Well done!
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