📽️Restricting Leads and Creating Opportunities for the User who Created them

Managing leads strategically is essential to ensure that each contact follows the correct flow within your sales process. In this article, we will teach how to configure the platform so that, whenever a user creates a lead manually, it is automatically restricted — that is, placed in a specific condition that controls its access or visibility automatically.

Additionally, we will show how, by adding that lead to a defined segment, you can trigger an automation flow that will automatically create a business opportunity.

This process is ideal for keeping your funnel organized, speeding up the management of new contacts, and ensuring that no opportunity goes unmonitored.

You will learn:

• How to configure the restriction for leads created manually.

• How to create a specific segment to organize these leads.

• How to configure an automation that, upon identifying the lead in the segment, creates an opportunity automatically.

Check out the tutorial:

By the end of this article, you will have an intelligent automation that reduces manual work and increases your sales team's efficiency.