Review Queue

Hold the prospects in a workflow for a manual review

Vincenzo Ruggiero avatar
Written by Vincenzo Ruggiero
Updated over a week ago

The Review Queue step is a safety measure that doesn’t let the prospects, organizations, or deals proceed to the next step of the Workflow. It holds them in a queue for your manual review.

We recommend using it in the new workflows to make sure that the flow is configured correctly and the prospects are going to receive the correct email, etc.


Pending Reviews

To see the list of prospects, organizations, or deals that are in the queue, click on the Pending Reviews button.

Move to the next step

To let a prospect, organization, or deal proceed to the next step, click on the actions button and Move to next step.

To approve multiple prospects, organizations, or deals at once, select the needed ones and click Manage prospects > Move to next step.

Edit prospects, organizations, or deals in review

If you need to make some changes to the prospects' (organizations' or deals') info before they proceed to the next step, you can do it from the Review Queue. Select the needed prospects and click Manage prospects > Edit in bulk. This option works exactly like the standard Bulk Edit.

Disenroll prospects, organizations, or deals in review

If you decide to remove some prospects, organizations, or deals from the workflow, you just need to select them and click Manage prospects > Disenroll from this workflow.

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