Add a workflow to a lead

Use workflows to automate tasks related to managing leads.

Create a lead workflow

1. Select the gear icon on the top-right corner of Smokeball.
2. Select Workflows from the left menu, then select Add New.
   
3. Enter a name for the workflow.
4. Click on change.. to select the relevant lead types this Workflow should apply to.
   
   • Note: Make sure you are selecting lead types from the Lead Types folder, not the Matter Types folder, otherwise the workflows will not apply to the leads. Learn more about creating matter workflows.
     
5. Select New Task to start building the workflow.
   • Complete the Name, Due, and Assign to fields.
   • Tip: Add a Lead category to each task to better track all your leads’ tasks. Type this in the Categories field and press enter to apply it to the task.
     
6. We recommend selecting always apply this Workflow to new Matters for any Workflow that is widely used. This setting saves you from having to manually apply the workflow each time you want to use it.
   
7. Select Save & Close.

Apply a workflow to an existing lead

1. Open the lead, then select the Tasks tab.
2. Select Apply Workflow.
   
3. Select the lead workflow from the list.
   
4. Select Next, then Done.