closeio reviews This is a topic that many people are looking for. bluevelvetrestaurant.com is a channel providing useful information about learning, life, digital marketing and online courses …. it will help you have an overview and solid multi-faceted knowledge . Today, bluevelvetrestaurant.com would like to introduce to you How to build a workflow in Close.io. Following along are instructions in the video below:
“Video will show you how to create a workflow in close. I o. Closed. Aisle aisle has the most powerful search imaginable using search and saved smart views you can any type of workflow customizable to your sales process.
Let s use an example let s say you want to create a sales process. Where as a first step you call all the leads that have never been called they re brand new as a step two you want to follow up with all the people that you call with an email. Only if you were not able to engage with them in other words you didn t reach them step. 3.
You re going to follow up on that email two days later if you did not get a response with another call and step. Four two days after that second call you re going to send another email. How could you possibly create all this and could you do all of this in a matter of a minute. The answer is absolutely let s define the first smart view.
Which is the first part of the workflow leads that are brand new that have never been called so first you click on lead create the status you ve selected the status potential. Because these are all the leads that have never been essentially engaged with these are really really cold leads next. We also want to define that they ve never been contacted..
So they never had a call or an email number of emails. None and then from the call drop down number of calls. None that s super easy. These are leaves that are never had a call never had an email and they re brand new they re cold.
Say. This is a smart view step. One first call you can take smart views and assign them to the entire organization or specific users. That s how you build a workflow in close.
I o. By assigning smart views to different people smart views replace tasks in many ways because they re more sophisticated. They re more batch tasks so here in this case. We re just going to assign this to the entire organization.
So smart view shows up on the left that is step one call all. The leads in this step. Now let s define step two people that you ve already called..
But they never engaged in other words. You never conversation. Let s say longer than a minute. How do you define that clear out the search start again leed status potential this time under call activity.
You re gonna say the number of calls is exactly 1. You ve had one call. But the duration of the call was less than one minute as you can see these terms add up in the search box. And you can create the filters based on that now you ve defined these leads that have had a call that it was less than a minute long.
Now. Let s also define that they ve never received an email because you re going to send them an email emails zero and here it is search results that meet that criteria let s save this as a smart view call it step two first email again. We re going to share with everybody this shows up on the left. And now leads that are not meeting.
The criteria of the first mark. We will move to the second smart view. Let s define a third one the third step is people that you ve called and sent an email..
But that have never replied or engaged so again leads that are currently status potential. The number of calls and emails is none so status potential email activity. Exactly one so you ve sent them one email and therefore anybody who replied with an email will not show up because it s only one email call activity. Exactly one and also the duration of the call was less than one minute and finally the last time you call them was at least three days ago.
So the latest call was you simply write it in red for now before seven days ago. Because that s one of the available options and turn it into three in the search box. And so now you could see leads that are cold have had an email have had a call call was not that long since it s only one email that means they never replied back. And the latest call was at least three days ago.
Now how easy was that to create simply say. This is a smart view step three second call share with everybody done so now leads are moving through different smart views. And you don t have to do anything all you have to do is go to smart view. One call everybody go to smart be too since it s an email you can use our bulk email tool pick the bulk email template that you want preview it send it there s a separate video that shows you how to use bulk emails step.
Three you call them a second time. And then step four you can send a second email. All right now let s define step four..
So again leads that a status potential that have had exactly one email you can even define. Which email template. You ve used if you like click more and choose the template let s say the intro email template that was used previously they have how to had two calls so the total number of calls is exactly two and the total duration of any call has been less than one minute. There it is these are people that you ve called twice emailed.
Once. But you also want to put a delay. So the last call that you made to them was again before you before seven days ago. But it s not seven.
We re gonna make it into two days. So now we put a two days delay since the last call and that s it that s smart view number four four so step four second email share. It with everybody hit save. And you can rearrange the smart views by simply dragging them.
And there you go you have a full workflow built out for cold leads to move through the same type of workflows can apply for warm leads follow ups opportunities just about anything you can imagine search is the most powerful way to quickly create workflows and your sales reps don t have to do anything you just click here follow. The task click here follow tracks leads automatically move from one step to the other to the other to the other and have been through your entire sales process and that s how you build a sales ” ..
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