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Enrolling Leads in Workflows

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During Quote Sending

  1. Navigate to the Send Quote modal when preparing to send a quote
  2. At the top of the modal, locate the “Enroll in workflow” toggle
  3. Enable the toggle to automatically enroll the lead in the quote follow-up workflow
  4. Send the quote as normal
Quote sending modal with enroll in workflow toggle

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Tracking Enrollments

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Workflow-Level View

View all active enrollments for a specific workflow from the Enrollments tab in the workflow details page. This gives you a complete overview of every lead currently enrolled in that workflow. From the Enrollments tab, you can:
  • View all active enrollments: See every lead currently enrolled in the workflow with their name and email
  • Track progress: See how many steps each lead has completed out of the total steps (e.g., “3/7”)
  • Monitor enrollment timing: See when each lead was enrolled (e.g., “2 days ago”)
  • Quick navigation: Click any enrollment row to jump directly to that lead’s Workflows tab
To access workflow enrollments:
  1. Navigate to Workflows from your main navigation
  2. Click on any workflow to view its details
  3. Select the Enrollments tab
  4. View the table showing all active enrollments with progress bars
Workflow enrollments tab showing all active enrollments for a workflow
This view is especially useful for Quote Requested workflows where enrollments happen automatically, giving you visibility into how many leads are receiving your automated sequences and how far they’ve progressed through the steps.

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Quote-Level View

From the quote details page, you can:
  • See a banner showing how many workflows the quote is enrolled in
  • View all scheduled emails for active workflows
  • Preview the content of upcoming scheduled messages
  • Click Stop all to stop all workflows for the quote with a single click
Quote view showing workflow enrollment banner and scheduled messages

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Lead-Level View

The Lead Details View includes a dedicated Workflows tab that shows:
  • Active Workflows: Currently running sequences
  • Completed Workflows: Successfully finished sequences
  • Canceled Workflows: Manually stopped sequences
From this view, you can:
  • Stop individual or multiple workflows
  • Preview scheduled email content
  • Access workflow templates for editing
  • Track the progress of each enrollment
Lead details workflow tab showing active, completed and canceled workflows

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Lead Quote List

Within the quotes tab in the lead details view, you can easily identify quotes enrolled in a workflow with orange workflow enrollment icon and counter
Lead details quote tab showing quotes with an icon indicating active workflow enrollments

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Managing Active Workflows

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Stopping Workflows

You may want to stop an active workflow because the lead has replied and is engaging with your team or because they’ve said they no longer need your services. You can stop workflows in several ways:
  1. From Quote View:
    • Click “Stop all” in the workflow banner to stop all active workflows
The “Stop all” button stops workflow enrollments for this specific quote only. It does not affect workflow enrollments for other quotes this lead may have.
  1. From Lead Workflows Tab:
    • Select individual workflows to stop
    • You can easily click Stop Workflow on all active workflow for this lead

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Resuming Stopped Workflows

If you’ve stopped a workflow but want to restart the automated follow-up sequence, you can easily resume it:
  1. Navigate to the Lead Workflows Tab in the lead details view
  2. Locate the stopped workflow in the “Canceled Workflows” section
  3. Click the Resume Workflow button (only visible if there are future scheduled steps)
  4. The workflow will reactivate and continue sending scheduled emails
You can only resume a workflow if it has scheduled steps in the future. Workflows that have completed all their steps cannot be resumed.
When to Resume Workflows:
  • The lead initially showed no interest but has now re-engaged
  • You accidentally stopped a workflow too early
  • The lead requested more time to consider and now wants to continue receiving information
  • A communication misunderstanding has been resolved

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Automatically Stopping Workflows

When a lead books a quote, all active workflows for that lead will be stopped automatically This includes workflows across multiple quotes that may be active This automatic stopping ensures you maintain a professional relationship with your leads and don’t continue sending sales-focused follow-ups after they’ve already decided to work with you.
If a lead engages with you before booking, all active workflows will continue until you stop them manually.

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Best Practices

  • Regularly review active workflows to ensure relevance
  • Stop workflows if direct engagement begins with the lead
  • Monitor email analytics to optimize workflow effectiveness