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Leads Journey

Track and manage the conversion path from initial interest to becoming a customer, ensuring an automated experience for every lead.

Samir Rashed avatar
Written by Samir Rashed
Updated over 3 months ago

How to Create a Leads Journey

  1. Go to Automation > Leads Journey.

  2. Click "Create New Journey".

  3. Set up entry points (e.g., form submission, ad click, or manual addition).

  4. Add stages such as engagement, qualification, and follow-up.

  5. Define automated actions (e.g., sending an email or assigning a task).

  6. Review the flow, then click "Activate".

For detailed steps, visit How to Create a Leads Journey

Quick Tips

✅ Use personalization to boost engagement.
✅ Set automated triggers to send messages at the right time.
✅ Monitor analytics to identify optimization opportunities.

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