Categories
Workflows
- Workflows: Overview and ConfigurationWorkflows is a tool to help Clozd clients automate the qualitative feedback collection process.
- Workflow ManagementOnce a Workflow has been created, you can click into the detailed view to monitor the progress of deals through the outreach pipeline and quickly take action.
- Managing Deals as a ContributorAs a Contributor, you're responsible for reviewing deals, confirming participant information, and approving outreach when required.
- Sales Rep Email (Email 0)The Sales Rep Email (Email 0) is an optional workflow setting that notifies sales reps before outreach begins to buyers on their deals.
- Admin DashboardThe Admin Dashboard in Clozd is a place to keep up with the program interview quota.