Workflows - They're how the Magic Happens.

One of the quickest ways to save time with LeadSoft is to create templates to store the most commonly sent emails and templates within your organization.

You can do this from within the "Marketing" tab and then access these templates later in your conversations view, contacts view, and even your automated workflows.

Once you've created your templates, you still might find yourself manually sending them out way more often than you want to - or perhaps you want to automatically create opportunities when you send out your information, automatically send customers a templated email when they take a certain action or more.

Workflows are, hands down, the most powerful feature on LeadSoft.

Automated workflows let you do things like follow up with customers when they submit forms, instantly reach out to leads purchased from lead brokers, or follow up on renewal dates from leads you bought last year but didn't win.

There's no limit to what you can achieve with workflows - and the best way to learn is to open them up and start playing around for yourself.

If you don't have time for that, reach out to our team to get you set up with some workflows that you can use out of the box - we might have some templates already made that work perfectly for what you need to do!

Finally, if you need to store more data in LeadSoft than comes with our default fields, you can add custom fields and store whatever type of data you want in there. Just make sure you comply with any local laws like HIPAA if you're storing any particularly sensitive data!

Now that you've got set up with Campaigns, Templates, and Workflows, lets talk about Playbooks!

Playbooks are really just a group of workflows that you're meant to use from UI.

In other words, some workflows happen automatically - such as when a client has a birthday or fills out a form.

Playbooks are workflows that a sales rep manually enrolls a prospect in. A playbook play might do something like send out an informational drip campaign and schedule a series of follow up calls meant to activate a lead at a time they said would be more relevant. A sales rep would use this to automate the follow up after a sales call ends in a prospect asking for more info and a follow up at a later date.

By properly using your playbooks, you can save your sales reps hours of tedious actions every day and make sure they are following up with their leads, nurturing their leads, and preventing leaks in the pipeline from letting good prospects slip through the cracks.