Looking for the sales rep workflow? Read Understand why a lead is temporarily paused to see what the team finds on the lead record.
Open Automations, then click New.
Give it a clear name, such as “Cold list follow-up.”
Choose the situation that enters a lead into the journey, usually the Frozen call status.
Add another situation only if it should trigger the same journey.
Click Create automation.
Under Applies to…, select the affected lists.
Decide whether leads that are already frozen should enter immediately.
Enable automatic inclusion if future lists should follow the same rule.
Set the duration of each phase, add the required phases, and choose the final action.
Click Save.
The same list cannot follow two automations with the same trigger. Removing a list exits leads that are still waiting so they do not return unexpectedly.
