How to Create a Custom Workflow

Before You Begin

• Login to your account at https://app.joinzipper.com/auth/login
• Ensure you have owner or admin permissions

Steps

Step 1: Navigate to Contacts > Lead Tracking > Workflows

1. Go to Contacts > Lead Tracking > Workflows and click Create Workflow

Step 2: Enter workflow details

1. Name (required) — e.g., “Product Sales Pipeline”, “Service Consultation”
2. Click Add Stage for each stage in your sales process:
   • Enter stage name (e.g., “New Lead”, “Qualified”, “Proposal Sent”, “Closed Won”)
   • Order stages to reflect your sales progression
3. Click Save

Troubleshooting

No Workflows option? Confirm you have permission to manage leads and are in the Contacts > Lead Tracking section.

Can’t add stages? Ensure the workflow name is filled in and each stage has a name entered.

Need to edit or delete a workflow? Go to the workflows list, find the workflow, and click Edit or Delete.

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Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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