Restricting Leads and Creating Opportunities for the User Who Created Them

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

In addition, we will show how, by adding this 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 pipeline organized, speeding up the management of new contacts, and ensuring that no opportunity goes without follow-up.

You will learn:

• How to configure the restriction for manually created leads.

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

• How to configure an automation that, when it identifies the lead in the segment, automatically creates an opportunity.

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.