CRM workflows

after an original for the Productivity screen

CRM workflows

The eight things a standard CRM runs, in the order they happen.

touring

1. Capture & route

SDR

Every inbound lead lands in one place, gets checked for duplicates, and is assigned an owner before anyone touches it.

1,240
leads / mo
formemailads
dedupe1 duplicate merged
RheaMarcusIvy
trigger
Form submit, inbound email, list import
records
Lead
automation
Dedupe against existing records, then round-robin an owner
Every step above is the same rule engine:trigger→condition→actionclick a step to pin it