This guide explains how to create, manage, and automate workflows in LeadCenter to streamline communication, update contacts, assign tasks, and improve operational efficiency.

1. Accessing the Workflow Module

To begin:

Log in to your LeadCenter account.
From the Sales Dashboard, navigate to:

• Workflow Templates – View and manage all created workflows
• Workflow Runs – Monitor workflows that have already been executed

The Workflow Templates page displays:

• Workflow name
• Status (Published, Paused, etc.)
• Creation date
• Number of workflow runs

You can also search and filter workflows for easier management.

2. Understanding Workflow Components

LeadCenter workflows are built using nodes, which automate actions based on specific conditions.

There are four main workflow nodes:

Trigger – Starts the workflow
Filter – Controls when a workflow should continue
Delay – Pauses actions for a set period
Action – Executes tasks such as emails, texts, or contact updates

Important: Every workflow must be associated with a contact record in LeadCenter.

3. Creating a Workflow

To create a workflow:

Go to Workflow Templates.
Click New Workflow.
Enter a workflow name and optional details such as category, owner, or campaign.

Once created, the Workflow Designer opens automatically where you can add triggers, filters, delays, and actions.

LeadCenter also allows users to duplicate workflows, making it easier to reuse existing automation instead of building workflows from scratch.

4. Managing Workflow Triggers

Triggers determine how workflows begin. LeadCenter supports several trigger types:

Manual Workflow

Manual workflows are launched by users from:

• Contact pages
• Sales pipeline
• Appointments
• Accounts and notes

Example: Automatically move a contact to the First Appointment stage after booking a meeting.

Contact Created

This trigger runs automatically whenever a new contact is added.

For example, when a lead comes from a source like SmartAsset, the workflow can:

• Assign an advisor automatically
• Initiate a phone call
• Send a welcome email
• Create follow-up actions

This helps teams respond to leads immediately.

Contact Updated

This trigger activates when contact information changes.

For example, if a contact stage changes to Attempting, the workflow can automatically:

• Create a follow-up task
• Add tags
• Trigger additional actions

Upcoming updates will also allow workflows to trigger based on specific field changes only.

5. Using Filters and Segments

Filters help control workflow execution.

You can apply filters to ensure workflows only run when certain conditions are met.

Examples include:

• Lead source matches a campaign
• Contact stage equals a specific value
• Client category meets requirements

Users can either create a one-time filter or select a saved segment for repeated use.

Filters can also be added anywhere inside a workflow — not just at the beginning.

6. Adding Delays Between Actions

Delays allow workflows to pause before continuing.

For example:

• Wait 30 minutes before sending a follow-up text
• Delay one day before creating a task
• Schedule actions to resume at a specific hour

This helps automate communication timing without manual effort.

7. Automating Workflow Actions

LeadCenter workflows can automatically perform several actions:

Send Emails and Text Messages

Workflows can send automated communication using saved templates.

Users can:

• Send emails to contacts, advisors, or owners
• Trigger SMS messages through virtual numbers
• Use templates for reminders and follow-ups

Create Tasks and Steps

Tasks can be assigned automatically to users.

A workflow can also pause until a task is completed before moving to the next step.

Assign Owners

Contacts can be assigned automatically to advisors or team members.

When multiple owners are added, LeadCenter distributes leads based on the user with the fewest open leads.

Update Contact Information

Workflows can automatically update:

• Pipeline stages
• Tags
• Contact fields
• Ownership information

This reduces repetitive manual updates.

Summary

LeadCenter workflows help automate repetitive tasks and improve efficiency by combining triggers, filters, delays, and actions into one system. Whether managing new leads, sending communications, assigning owners, or updating contacts, workflows reduce manual effort and help teams respond faster.

By using workflows effectively, advisors and teams can create more consistent processes, improve lead engagement, and automate everyday operations inside LeadCenter.

Thank you for watching.