Adding a simple Lead Type Action

A Lead Type Action is an immediate response to an event in FLG. An event can be anything from the lead arriving in the system to a customer opening an email sent from the system. You will see by following these instructions that there are many actions & many events to choose from.  ~We are going to choose 'Assign to User' on event 'Received 'in this example.

Click the Edit button on the Lead Type you want to add your action. Each Lead type has their own set of actions so you may want to add these actions to each lead type. 

Click the '+ Add New Action' button to start your automation.

You will now be asked to choose a User, the selection box should mirror any users you have in the system, any groups you have in the system and also give you choices such as assigning to a user associated with the postcode in the lead, the introducer, or if this lead is linked to another we can assign it to the same user as the original enquiry.

We now choose the 'trigger' event – in this case we are going to choose 'Received' and treat this as a new Enquiry

You can elaborate on this by now sending your customer one of your email templates, setting the Assigned user a task or Starting a Workflow. Just follow the same instructions above, and select the alternative actions, or times you want them to trigger (ie. On Event 'Status Changed').

See our lead actions guide for more details.