Sales Workflow
Define and automate your end-to-end sales process — from lead qualification to deal closure.
Welcome to LeadFlow Pro Sales.
This guide explains how to configure your sales pipeline, manage leads and deals, and automate follow-ups so your team can focus on selling — not admin work.
- For Admin setup, see LeadFlow Pro Admin Guide.
- For marketing campaigns, see LeadFlow Pro Marketing Setup Guide.
Note: Your pipeline stages, custom fields, and automation rules should be configured by an admin before your sales team starts using the platform.
1. Configure Your Sales Pipeline
A sales pipeline is a visual representation of where each deal stands in your sales process. Before your team starts working leads, set up stages that reflect your real-world sales journey.
- Default Stages – LeadFlow Pro provides default stages: New → Contacted → Qualified → Proposal Sent → Negotiation → Won / Lost.
- Custom Stages – Go to Settings > Sales > Pipeline and add, rename, or reorder stages to match your process.
- Stage Probability – Assign a win probability (%) to each stage. This is used to calculate your revenue forecast.
- Required Fields per Stage – Set mandatory fields that reps must fill in before moving a deal to the next stage.
2. Lead-to-Deal Conversion
When a lead shows strong purchase intent, a sales rep qualifies them and converts the lead into an Opportunity (deal). This is a core transition in the LeadFlow Pro sales workflow.
To convert a lead: open the lead record, click 'Convert to Opportunity', fill in the deal value, close date, and assign it to a rep.
Note: Converting a lead to an opportunity does not delete the original lead record. Both records remain linked and visible in the lead's timeline.
3. Automate Follow-ups
Sales automation in LeadFlow Pro ensures no lead goes cold due to a missed follow-up. You can configure automatic tasks, emails, and notifications triggered by lead activity or time-based rules.
- Task Auto-creation – Automatically create a follow-up task for the assigned rep when a new lead is added.
- Email Sequences – Enroll leads in a sequence of timed emails triggered by the conversion date or last activity date.
- Escalation Rules – If a lead is not contacted within 24 hours, escalate it to the manager with an alert.
- Re-engagement Flows – Automatically reach out to leads who have gone silent for more than 7 days.
4. Track Sales Performance
LeadFlow Pro provides real-time dashboards to track individual and team performance. Use these reports to identify bottlenecks, coach underperforming reps, and forecast revenue accurately.
- Pipeline Report – View all open deals by stage, value, and expected close date.
- Activity Report – See how many calls, emails, and meetings each rep has logged.
- Win/Loss Analysis – Understand why deals are won or lost by tracking the reasons reps log at deal closure.
- Revenue Forecast – Weighted forecast based on stage probability and deal value.
