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!
Last updated
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!
Last updated
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.
Form: It's an inbound lead form where your leads can submit their information when they're interested in your service.
Lead Routers: It's a lead routing and assignment automation system that you can set up to distribute leads based on specific rules.
