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Workshop
Thu, May 11, 5:00 PM - 6:00 PM (UTC)

Workshop: Build Your Way to Better Lead Management

About this event

Join us for a build-along workshop where our RevOps team will walk you through workflows they’ve built for seamless lead management. We’ll also share ideas on how to leverage the power of AI in your own workflows.

In the webinar, we'll cover:

How to build a lead-capture workflow

Learn how to build a workflow that collects leads right in your CRM and organizes by source and criteria, so sales can follow up accordingly.

How to build a communications workflow

Learn how to increase your speed-to-lead and improve the outreach communications leads receive once their info is added and updated in your CRM.

How to build a lead-handoff workflow

Get inspired and learn how to create a smooth lead handoff between customer-facing teams—so your team never misses a beat.

Can't attend live? Register anyway, and we'll send you a recording after the webinar ends.

Event details
Online event
Thu, May 11, 5:00 PM - 6:00 PM (UTC)