--- title: How to Create and Manage Your Sales Workflow | Sales Process Software description: See how ClickPoint, a sales engagement and lead management software, helps salespeople easily manage their sales process and workflow. image: https://blog.clickpointsoftware.com/hubfs/New%20Blog/Featured%20Images/featured-how-to-create-and-manage-your-sales-workflow-in-clickpoint.png --- - [All Topics](https://blog.clickpointsoftware.com/) - [Sales Engagement](https://blog.clickpointsoftware.com/tag/sales-engagement) - [Sales Automation](https://blog.clickpointsoftware.com/tag/sales-automation) - [Marketing](https://blog.clickpointsoftware.com/tag/marketing) - [Lead Management](https://blog.clickpointsoftware.com/tag/lead-management) - [Lead Distribution](https://blog.clickpointsoftware.com/tag/lead-distribution) - [Compliance](https://blog.clickpointsoftware.com/tag/compliance) [Sales Automation](https://blog.clickpointsoftware.com/tag/sales-automation) # How to Create and Manage Your Sales Workflow in ClickPoint See how ClickPoint, a sales engagement and lead management software, helps salespeople easily manage their sales process and workflow. Written by  [ClickPoint Software](https://blog.clickpointsoftware.com/author/clickpoint-software)  ·  August 16, 2018  ·  Last modified September 21, 2022 When creating a Workflow keep in mind what is most important to you and how your business works. Pay attention to how Users will be performing in [ClickPoint](https://www.clickpointsoftware.com/salesexec/sales-automation-software.html), to Manage Leads and organize the information they use and need the most. - **Workflow:** Breaks down the Lead into subcategories of the Record Type; essentially where the Lead stands in the cycle of managing the Lead. (Leads, Client, Sold, Dead, etc.) - **Status:** Typically where you are at with the Lead in the “sales process”. This further categorizes into labels such as New Lead, Attempting Contact, Contacted, etc. New Lead is for a brand new lead that has not been contacted as of yet, but is in the process of being contacted. - **Category:** Groups together all Actions the User or sales team will see when in a Lead and needing to move it from one Status to another – this is done using the Actions you create. Having all Actions grouped together will allow ease of use when in the details of the Lead. - **Action:** Operations that control what happens with the Lead. This automates the process of moving Leads between Workflows by changing Status and/or Action. Call – No Answer, Call – Set appointment, Sold, etc. An Action Description is the title of what you are doing with the lead, Left Message, Contacted – Scheduled Callback, etc. - **Tips and tricks for Actions:** Actions will vary depending on the Status of the Lead. You more than likely won’t find the same Actions in a Sold Status as you would a New Lead Status. In New Lead you want to know where in the process the Lead is for being contacted. Did you call and leave a message? Did you make contact and the Lead asked for a second phone call scheduled for a later time? This will allow these Actions to move to the next step. Sold wouldn’t have those same Actions. Particular attention needs to be paid to how and when a Lead moves. You want to also include what is easiest for your Users or sales team to recognize as usable Actions. ## Creating a Sales Workflow **Go to Settings – Setup Lead Routing – Step 1: Create a Sales Workflow**. This will open the Workflow to add additional Statuses and Actions or change the current standard Workflow. ### To create a new Workflow: - Select **Create Workflow** - Name the Workflow and click the **Enable/Disable** toggle, the default is disabled. Once the Workflow is enabled the toggle button with display green and Enabled. - Click the **Create New Status** button - A modal will pop up and you will need to identify the following:Name the **Status** (such as Leads, Clients, Dead, Sold) - Select a **System Status** - Choose a **Background Color** and **Text Color** - Click **Save Status** - You now have the ability to **Add Action** - Click the **Add Action** button - Select a **Category** - Name your Action in the Action Description box; see below to **“Items within an Action”**for descriptions of options available - Click **Save Action** - Click **Options** to create operations within the Action - Click **Change Status** or **Workflow** to ON if you’d like the Action to move to another Status or Workflow - Click **Mark Lead** as Called/Emailed to ON ![Create Workflow](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/8fa18493-c2d5-45de-8da9-6bd3caa76190.jpg) *Image 1.1 Create a Workflow* ![Create Status](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/249bfd29-4b73-46fd-8b7e-a8bff23f0479.jpg) *Image 1.2 Create Status* If Copying an existing workflow from a different lead/record type follow the below initial steps: - **Copy Workflow** allows for the ability to Copy an entire Workflow - Name the new Workflow - Select from the **drop-down** which Record Type you are copying from; *including all Statuses and Actions within the Workflow you are wanting to copy.* - Click **Process** to complete the copy. - The newly named **Status** you copied will now open for you to edit. ![Copy Workflow](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/ee04e573-c343-4964-a2f9-1704427f058d.jpg) *Image 1.3 Copy Workflow*   Items within an Action available to enable for detailed Workflow Actions and Dispositions: - **Contact Type:** This is the description to the left under Action Properties (Left Message, No Answer. Etc.) - **System Contact Type:** Select an option from the drop-down. Subject is typically labeled the same as the Contact Type Body and is typically left blank for Notes to be added later; however if you’d like to add Notes at this time you can. - **Add Note:** Click ON if you’d like a Note modal as a requirement when managing a Lead, this will force a User to add a Note. - **Add Appointment:** Turn ON if you’d like to add an Appointment. This gives options to label by Subject, and to select a pre-set length of time for the Appointment. - **Assign To:** Select from a drop-down if you’d like someone other than yourself assigned to the Lead. - **Send Email Template:** Turn ON if you have Email Templates created and select which Email Template you’d like to use to submit your Email. - **Set Email Nurture Strategy:** Select from the drop-down which strategy you’d like to use. - **Transfer Lead:** Turn ON and chose from a drop-down who the Lead should be transferred to, select ON/OFF for transfer to Parent or Siblings, and lastly turn ON/OFF the choice of Distribute after Transfer. - **Return Lead:** Turn ON and add a reason for the return – this is typically not used. - **Release Pull:** Add Days, Hours or Post-Appt Delay Minutes. - **Decrement Pull Count on Release:** Turn ON/OFF - **Add Do Not Contact List:** Turn ON/OFF Do Not Phone, Do Not Email, Do Not Mail and Do Not Knock - **Mark Favorite Lead: Turn ON/OFF** - **Send Direct Mail:** This should only be turned ON if you have Direct Mail Integration. - **Remove From Nurture:** Turn ON/OFF - **Close Lead:** Select yourself or another user. ![Action Options](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/528ef989-8d10-483c-b6ee-97cf5facddd8.jpg) *Image 1.4 Action Options* ![Action Options Select](https://blog.clickpointsoftware.com/hubfs/Imported_Blog_Media/99c082bc-ced6-4634-9ee4-9ca63d0c2c2c.jpg)*Image 1.5 Action Options*   - As a final step, select **Update Action** (under Action Properties) once all operations are completed. - Click the **Back to Edit Workflows** button to redirect to the previous page. > **Note:** Click Process or Cancel to finish (if selecting Process it may take a few moments to save.) 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