Hi,
Do you have any workflow for that? where can I find the crm.leads resource?
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You have to build your own workflows for that. Corteza doesn’t ship with any prebuilt ones.
How do i add stages to leads, and where do I modify them?
Workflow triggers work over system-level resources, meaning that if you want to run it on a record (a Lead is a record), you’ll need to use Compose Record.
Since you wanna run it on a lead, you’ll do this:
Running when a Lead record in your CRM is created.
You could do the following:
1. Add a stage field to your lead
Update your lead module with a stage (select) field. You can use a plain text field, but selects would make more sense here.
2. Add your Workflow to delay for 3 days
You can use a Compose Record After create trigger.
In your workflow you can check for the stage using an exclusive gateway.
If the stage is correct, you use a delay step, else, you can use a termination step.
3. (Optional) Display Leads by Stage
You can use the record organiser page block to show different columns, each column containing leads in a specific stage.
I hope this helps!