Sales
Marketing
Yes No Unclear
Start
Initial Contact Step ownershipMMarketing
Send intro email Step ownershipMMarketing
Lead Qualification
1 SOP attached
Step ownership
SSales
Is Lead Qualified?
Book a meeting Step ownershipSSales
Refer to a partner Step ownershipSSales
Add to nurture list Step ownershipMMarketing

1 Attached SOP

Click any SOP below to open
How to qualify an inbound lead
Version 3
Real-time editor AI generation Conditional branches SOP attachments Swimlane view
Add to workflow · after "Initial Contact"
Normal StepAdd a regular workflow step
Conditional StepCreate multiple paths based on conditions
Link to ExistingConnect to an existing step
AI Generated StepLet AI create a contextual step
Generate workflow with AI
Generate Workflow
Generating workflow steps...
Layout
StandardAutomatic flow layout
SwimlanesColumns by step ownership