Pipelines: Manage leads through stages (New Lead, Responded Lead, Appointment Booked, No Show, Nurture, Purchased, Unsubscribed).

Workflows: Automate lead follow-ups with triggers (e.g., form submission) and actions (e.g., tagging, assigning users, sending emails/SMS).

New Lead Workflow: Notifies staff and sends a series of follow-up emails and SMS until the lead responds or is moved to Nurture.

Responded Lead Workflow: Moves leads that reply to appointment scheduling and further engagement steps.

Appointment No Show Workflow: Re-engages leads who miss or cancel appointments with reminders and follow-ups.

Nurture Workflow: Engages stale leads with ongoing emails and SMS for re-engagement or rebooking.

Purchased Workflow: Marks leads as converted after purchase and updates opportunity details.

Unsubscribed Workflow: Handles opt-out leads by disabling communication channels and updating the opportunity status.