A workflow in Systeme.io is a sequence of automated duties which can be triggered by a particular occasion, corresponding to when a brand new lead is added to your electronic mail checklist. Workflows can be utilized to automate quite a lot of duties, corresponding to sending welcome emails, scheduling follow-up appointments, and assigning results in gross sales reps.
Workflows can prevent a variety of effort and time, and so they might help you to enhance your lead conversion charges. By automating your advertising and marketing and gross sales processes, you may deal with extra strategic initiatives.