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workflow · Leads & CRM

Take an enrichment mission end to end

From idea to closed loop.

10 min to completeenrichment, missionUpdated 2026-05-26 · v2
Launch this workflow
Opens /leads in your workspace

Why use this

You take an enrichment mission end to end: launch, review, and queue the follow-up tasks.

Benefits:

  • One workflow from data gap to action item
  • Captures everything in the lead record
  • Drives next-step outreach automatically

Who this is for: Member. Time to complete: ~10 minutes.

Outcome

Lead enriched; follow-up tasks queued.

Steps

  1. Open /leads/[id].
  2. Click Enrich.
  3. Wait for mission.
  4. Review added data.
  5. Add follow-up task.

Related

  • help-leads-detail.