​
Enrolling Leads in Workflows

​
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

​
Tracking Enrollments

​
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

​
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

​
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

​
Managing Active Workflows

​
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

​
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.

​
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