Workflow Rules
Workflow Admin (Phase 1)
Index
Add / Edit Rule
Rule matching order: scenario-specific beats global, stage-specific beats any-stage, higher priority wins.
Conditions JSON (optional) example:
[{"field":"tour_count","op":"gte","value":2},{"field":"has_future_tour","op":"eq","value":1}]
Scenario (optional)
(Any Scenario)
Standard (standard)
Standard NJ Lead (standard_nj_lead)
From Stage (optional)
(Any Stage)
Needs Validation (needs_validation)
New Lead (new)
Needs Contact (needs_contact)
Contacted (contacted)
Tour Scheduled (tour_scheduled)
Tour Checked In (tour_checked_in)
Tour Completed (tour_completed)
Follow Up (follow_up)
Application Sent (application_sent)
Application Received (application_received)
Enrolled (enrolled)
Lost (lost)
Not A Lead (invalid_lead)
Event (required)
(Select)
Application Received (application_received)
Application Sent (application_sent)
Contact Attempted (contact_attempted)
Contact Made (contact_made)
Enrolled (enrolled)
Lead Created (lead_created)
Lost (lost)
Manual Move Stage (manual_move)
Tour Canceled (tour_canceled)
Tour Checked In (tour_checked_in)
Tour Completed (tour_completed)
Tour No-Show (tour_no_show)
Tour Rescheduled (tour_rescheduled)
Tour Scheduled (tour_scheduled)
To Stage (optional)
(No Stage Change)
Needs Validation (needs_validation)
New Lead (new)
Needs Contact (needs_contact)
Contacted (contacted)
Tour Scheduled (tour_scheduled)
Tour Checked In (tour_checked_in)
Tour Completed (tour_completed)
Follow Up (follow_up)
Application Sent (application_sent)
Application Received (application_received)
Enrolled (enrolled)
Lost (lost)
Not A Lead (invalid_lead)
Priority
Active?
Yes
No
Conditions JSON (optional)
Notes (optional)
Save Rule
Clear
Rules
Showing filtered rules:
to_stage_id=7
Clear filters
ID
Scenario
From Stage
Event
To Stage
Priority
Active
22
*
tour_completed
application_sent
application_sent
2000
Yes
Edit
7
*
*
application_sent
application_sent
1000
Yes
Edit