By utilizing the Lead Type as an exit rule, you can ensure a seamless and organized system that automates lead transitions based on their status. This Lead type exit rule will help you if, during the workflow, the lead is marked as Not Hired or Converted to a matter, and you want to stop the workflow from moving further.
Steps to Add Lead Type Exit Rules
Navigate to the
Automationon the left and selectWorkflows. You will see all your created workflows here.Locate the workflow where you want to add the
exit ruleand click on it to open details.Click on the
Exit Rule buttonon the top.In the field, select
Lead Status. In Field Condition, selectIs.Choose any one option from the
value dropdown:Open lead - Workflow will exit if the lead is still active.
Not Hired Lead - The workflow will exit if the lead is marked as not hired during the workflow execution.
Converted Lead - The workflow will exit if the lead is converted to matter in the duration of the workflow execution.
Click on
Xto exit the popup. Update the workflow once the changes are made.
Please use AND or OR conditions to add more values and more fields.
Note: Open Exit Rule and click on the Trash Icon to Delete the exit rule.
FAQ Section
FAQ1: Can the same approach used for Lead Type Exit Rules be applied to Workflow Exit Rules?
Answer: Yes. Workflow Exit Rules follow a similar logic to Lead Type Exit Rules. They define when a workflow should stop, applying across the entire process rather than at specific entry points. Just like with Lead Type Exit Rules, you can use AND/OR logic to combine multiple conditions, making the workflow more flexible and responsive. The same principles for optimizing and structuring exits also apply here.