How to Create a Custom Workflow

Learn how to create custom sales workflows for lead management. Custom workflows help you organize leads by different sales processes or products.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage leads (typically organization owners and admins have this permission)

Steps

Step 1: Navigate to Workflows

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, go to Leads → Workflows (or workflow management)
3. You'll see workflows list

What happens next: You'll see existing workflows (if any) and create options.

Step 2: Open Create Workflow

1. On the Workflows page, look for Create Workflow button
2. Click Create Workflow
3. Workflow creation form will open

What happens next: You'll see fields to enter workflow details.

Step 3: Enter Workflow Name

1. Name: Enter workflow name (required)
   • Make it clear and descriptive
   • Example: "Product Sales Pipeline", "Service Consultation", "Enterprise Sales"
   • Name helps identify the workflow

Note: Workflow name is required and helps you identify workflows.

Step 4: Add Stages

1. Add stages to workflow:

   • Click Add Stage button
   • Enter stage name
   • Example: "New Lead", "Qualified", "Proposal Sent", "Closed Won"
   • Set stage order

2. Add multiple stages:

   • Add all stages in your sales process
   • Order stages logically
   • Example: New Lead → Contacted → Qualified → Proposal → Closed

3. Stage configuration:

   • Enter stage name for each stage
   • Set order (first, second, third, etc.)
   • Stages represent steps in your sales process

Note: Add stages that represent your sales process steps.

Step 5: Set Stage Order

1. Order stages correctly:

   • First stage: Initial lead stage (e.g., "New Lead")
   • Middle stages: Progression stages (e.g., "Qualified", "Proposal")
   • Final stages: Completion stages (e.g., "Closed Won", "Closed Lost")
   • Order determines lead progression

2. Stage order importance:

   • Order affects lead flow
   • Leads move through stages in order
   • Set logical progression

Note: Stage order determines how leads progress through your sales process.

Step 6: Save Workflow

1. Review your workflow configuration:
   • Workflow name is clear
   • Stages are added correctly
   • Stage order is logical
2. Click Save (or Create Workflow)
   • Workflow will be created
   • You'll see it appear in workflows list
   • You'll see a confirmation

What happens next: Workflow will be created and:

• Available for lead management
• Visible in workflows list
• Ready to use for leads
• Can be edited or deleted later

Using Custom Workflows

After creating workflows, you can:

1. Assign leads: Assign leads to workflows
2. Move leads: Move leads through workflow stages
3. Track progress: Track leads through custom process
4. Manage multiple workflows: Use different workflows for different processes

Tips

• Create workflows for different sales processes
• Use clear stage names
• Order stages logically
• Add enough stages to track progress
• Review workflows regularly

Troubleshooting

Problem: I don't see Workflows option Solution: Check that:

• You have permission to manage leads
• Workflows feature is available
• You're viewing the Leads section

Solution: Verify you have access to leads. Contact support if workflows aren't available.

Problem: I can't add stages Solution: Check that:

• Workflow creation is working
• Stage name is entered
• Stage order is set

Solution: Verify workflow creation is working. Enter stage name and set order.

Problem: I want to edit a workflow Solution: To edit workflow:

• Go to workflows list
• Find workflow to edit
• Click Edit
• Update workflow details
• Save changes

Solution: Edit workflows from the workflows list. Update details and save changes.

Problem: I want to delete a workflow Solution: To delete workflow:

• Go to workflows list
• Find workflow to delete
• Click Delete
• Confirm deletion
• Workflow is removed

Solution: Delete workflows from the workflows list. Make sure no leads are using the workflow.