Unlock the potential of Lawcus workflows by utilizing Lead Type as an exit rule. This powerful feature ensures a seamless and organized management system, automating lead transitions based on their status.
This support article provides a step-by-step guide to leveraging Lead Type as an exit rule in your Lawcus workflows.
​
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.
​
1. Navigate to the Automation section from the left menu and select Workflows.
​
2. Open the workflow where you want to add the exit rule.
​
3. Click on the Exit Rule button inside the workflow

4. In the field, select Lead Type. In Field Condition, select Is.
​
5. 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.

6. Update the workflow once the changes are made.
​