Configure Contact Request Workflow in the Back-Office 

Contact requests are used to track contact with individuals who are requesting information such as product information, support, partnership information, or any other types of assistance. With the help of the Contact Request workflow, you can convert contact requests to opportunities or leads, and resolve them, if necessary. By default, the workflow is active.

Note

The Contact Request workflow is a system workflow and cannot be edited or deleted.

Activate the Workflow 

To enable the workflow:

  1. Navigate to System > Workflows in the main menu.

  2. Hover over the more options menu at the end of the workflow row in the table of all workflows, and click Activate.

    Alternatively, click on the workflow to open its page, and on the workflow page click Activate on the top right.

When the workflow is enabled, the following transitions are available on the contact request page:

  • Convert to Lead

  • Convert to Opportunity

  • Resolve

Deactivate the Workflow 

To deactivate the workflow:

  1. Navigate to System > Workflows in the main menu.

  2. Hover over the more options menu at the end of the workflow row in the table of all workflows, and click Deactivate.

    Alternatively, click on the workflow to open its page, and on the workflow page click Deactivate on the top right.

When the workflow is disabled, the Contact Request workflow transitions are absent from the contact request page.

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