Creating States for the Lead Nurturing Workflow

After you create the workflow definition, create a workflow state for each of the five events in the lead nurturing campaign and an exit state for leads whose records are closed at any point in the workflow. After you create the states, create transitions and then set up each state by creating the actions and setting up the transitions.

To create states for each campaign event:

Make sure the Lead Nurturing workflow is open from the step Building the Lead Nurturing Workflow.
In the workflow diagrammer, click New State.

A new state appears in the diagrammer.
Select the state in the diagrammer and click the Edit icon on the State tab in the context panel.
In the Name field, enter State 1: Webinar Invitation.
Repeat the above steps to create states for the campaign events in the workflow and the exit state:
Note:
State 6 Exit does not have a section in this sample. It has no actions or transitions because it is the end of the workflow. For more information, see Exit States

Next Step: To continue with the lead nurturing workflow example, go to Creating Transitions for the Lead Nurturing Workflow.

To create states for each campaign event:

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