Workflow Automation for Inside Sales Reps, SDR, BDR.

Michael Girgis
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
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited February 2021 #2

    @Boris Tsibelman have you perhaps set this up for your customers? Any tips?

  • Boris Tsibelman
    Boris Tsibelman Posts: 998
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited 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.


  • Michael Girgis
    Michael Girgis Posts: 13
    edited 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 ?