Workflows
Overview
Lead Assignment
Client Onboarding
WiFi Vouchers
Internal Approvals
Drip Queue
Team Directory
Settings
System Settings
Configure automated rules, email notifications, and system options
Lead Assignment Rules
Auto-assign new leads upon submission
Assignment Strategy
Round Robin (Equal distribution)
Skill Match (Route by interest tag)
Least Load (Staff with fewest open leads)
Workflow Automations
Enable Day 0 / 2 / 5 Drip Email Sequence
Enable Client Onboarding Workflows
Save Settings