Automating Lead Status Updates

Overview:
Use Laywork’s workflow automation to change lead status based on events (email replies, form submissions, etc.).

Steps:

1. Navigate to Automation & AI → Workflows.

2. Click + New Workflow and choose Lead Status Update template.

3. Set your trigger (e.g., “When lead replies to email” → Status = Contacted).

4. Define the action (e.g., “Set status to Qualified” when criteria are met).

5. Activate the workflow and monitor its run history.

Tips & Best Practices:

• Automate simple status changes (e.g., “New” → “Attempting Contact”) to reduce manual clicks.

• Test workflows on a small subset of leads before rolling out broadly.

Troubleshooting / FAQs:

• Q: Workflow didn’t fire—why?
  A: Check that your trigger conditions match real events and the workflow is Active.

• Q: Status changed incorrectly—how do I fix it?
  A: Review the workflow’s action logic and adjust any conflicting rules.