Workflow Automation for Inside Sales Reps, SDR, BDR.
Michael Girgis Posts: 13
edited July 2022 in Workflow Automation #1
Anyone using WA for outbound calls/emails and automating the workflow?
Does leads inbox help you manage your deals before converting to a deal.
If yes has it helped you or others within your organization.
Mike van der Valk Posts: 4,052 PRODUCT MANAGERedited February 2021 #2
@Boris Tsibelman have you perhaps set this up for your customers? Any tips?0
Boris Tsibelman Posts: 998edited February 2021 #3
I think at the moment it might just be easier to use Deals the whole time.
Either create a separate pipeline to manage the deals or just create a new stage called "Lead" and have that be the leftmost stage.0
Michael Girgis Posts: 13edited February 2021 #4
Thank you guys, we have had that in the past and just gets too taxing and unorganized to see a slew of deals under the lead stage. So have you come across different WA set for BDR's ?0