All examples
Example workflows

Sales

Workflows that draft the follow-up email after each sales call, review your pipeline every Monday and ask deal owners about overdue or inactive deals, and list companies attending upcoming events in your territories.

Sales examples

Open an example to see each step. "Use this workflow" copies it to your account, where you can run it on test data.

How they run

Each workflow starts after a sales call or on a weekly schedule. Malleable reads the call notes, your pipeline or the web, drafts emails for the rep to approve, flags deals with a past close date, no recent activity or no next step, and asks each owner for an update. It sends the sales lead a summary.

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