Workflow

From collecting lead information with an inbound lead form to an automated lead routing system, create your first new workflow to your streamline sales funnel!

What is a workflow?

A Workflow is like your automation assistant for your inbound sales pipeline. It's your way to streamline and automate your sales processes. At Re:catch, you have two types of workflows: Forms and Lead Routers.

1. Form: It's an inbound lead form where your leads can submit their information when they're interested in your service.

2. Lead Routers: It's a lead routing and assignment automation system that you can set up to distribute leads based on specific rules.