Templates

Ready workflows from operations research: triggers, conditions, and actions across web, Zalo, Facebook, email, and SMS.

Lead Qualification and Routing Workflow: A Copyable Template

Define evidence-based qualification, routing, CRM writes, human acceptance, exceptions, and rollback in one reusable workflow.

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New Lead Follow-Up Template: Acknowledge and Assign

Copy a simple record for acknowledging a new enquiry, assigning one person, asking one useful question, and stopping safely.

Lost Opportunity Re-Engagement Template with a Valid Reason

Recontact a closed-lost opportunity only when a relevant change is recorded, permission is current, one person owns the action, and the message has a clear stop.