YGG Nurture & Deal Creation Flowchart

Yellowgate Group | HubSpot Workflow Map · April 2026

1

System Overview

flowchart TD subgraph ENTRY["Lead Entry Points"] FORM["Website Form Submission"] M4U["Machines4U
Form or via Make"] RES["Resource Download
Tax savings / brochure"] RENT["Rent-Ready Form"] end FORM --> TASK1["Task 1 created for ISR"] M4U --> M4UCHECK{"Inquiry type?"} RES --> RESNURTURE["Resources Nurture"] RENT --> RENTTASK["Rent-Ready Task
Flagged for different conversation"] TASK1 --> CALL["ISR / Contact Owner
calls lead"] M4UCHECK -->|"More info"| M4UNURTURE["Machines4U Nurture"] M4UCHECK -->|"Quote"| TASK1 CALL --> OUTCOME{"Call outcome
logged?"} OUTCOME -->|"Did not connect"| ATC["Status → Attempting to Connect"] OUTCOME -->|"Connected"| GEN["Status → General Enquiry"] ATC --> ATCCHECK{"Already in M4U
or Resources nurture?"} ATCCHECK -->|"No"| ATCNURTURE["Attempting to Connect Nurture
Uncontactable 1 → 2 → 3"] ATCCHECK -->|"Yes"| SKIP["Skip — already in nurture"] GEN --> PLAYBOOK["ISR fills Playbook
Structured qualification questions"] PLAYBOOK --> QUALIFY{"Lead qualified?"} QUALIFY -->|"Yes"| DEAL["Trigger Deal Creation
Method 1: ISR selects BDM
Method 2: Standard BDM allocation"] QUALIFY -->|"Not ready for deal creation"| FOLLOWUP["Follow up later
Remarketed via ads"] subgraph ALSO["Also triggers General Enquiry status"] BOOK["Books time with ISR
Via nurture email link"] FORMRECENT["Fills website form
In last 1 day"] REPLY["Replies to any
nurture email"] end BOOK --> GEN FORMRECENT --> GEN REPLY --> GEN style ENTRY fill:#f1f5f9,stroke:#64748b,color:#334155 style ALSO fill:#fff7ed,stroke:#f59e0b,color:#92400e style OUTCOME fill:#fef3c7,stroke:#d97706,color:#92400e style M4UCHECK fill:#fef3c7,stroke:#d97706,color:#92400e style ATCCHECK fill:#fef3c7,stroke:#d97706,color:#92400e style QUALIFY fill:#fef3c7,stroke:#d97706,color:#92400e style ATC fill:#ede9fe,stroke:#7c3aed,color:#5b21b6 style GEN fill:#ede9fe,stroke:#7c3aed,color:#5b21b6 style TASK1 fill:#d1fae5,stroke:#059669,color:#065f46 style RENTTASK fill:#d1fae5,stroke:#059669,color:#065f46 style ATCNURTURE fill:#dbeafe,stroke:#2563eb,color:#1e40af style M4UNURTURE fill:#dbeafe,stroke:#2563eb,color:#1e40af style RESNURTURE fill:#dbeafe,stroke:#2563eb,color:#1e40af style PLAYBOOK fill:#e0f2fe,stroke:#0284c7,color:#0c4a6e style DEAL fill:#1a1a2e,stroke:#1a1a2e,color:#ffffff style SKIP fill:#f1f5f9,stroke:#64748b,color:#64748b style CALL fill:#f1f5f9,stroke:#64748b,color:#334155 style FOLLOWUP fill:#fef3c7,stroke:#d97706,color:#92400e style FORM fill:#e0f2fe,stroke:#0284c7,color:#0c4a6e style M4U fill:#e0f2fe,stroke:#0284c7,color:#0c4a6e style RES fill:#e0f2fe,stroke:#0284c7,color:#0c4a6e style RENT fill:#e0f2fe,stroke:#0284c7,color:#0c4a6e style BOOK fill:#fff7ed,stroke:#f59e0b,color:#92400e style FORMRECENT fill:#fff7ed,stroke:#f59e0b,color:#92400e style REPLY fill:#fff7ed,stroke:#f59e0b,color:#92400e
Nurture sequence
Status change
Decision / check
Task
Deal creation
! TODO: Build General Enquiry email nurture flow. Sometimes contacts are relevant but not ready to buy — ISR marks them as General Enquiry and won't follow up again. These contacts need a nurture sequence to stay warm.
2

ADMIN Trigger Workflows

When anyone on the team (ISR or contact owner (BDM)) logs a call outcome, these ADMIN workflows automatically update the Inbound Lead Status - Marketing Leads property. No re-enrollment on either workflow.

Call Outcome Triggers

Call Outcome Sets Inbound Lead Status - Marketing Leads To What Happens Next Workflow
Did not connect Attempting to Connect Triggers Attempting to Connect nurture (if not already in another nurture) View workflow
Connected General Enquiry Proceeds to playbook & qualification View workflow

Other Triggers That Set Status to General Enquiry

These actions also change the Inbound Lead Status - Marketing Leads to General Enquiry — not just call outcomes.

Action Sets Inbound Lead Status - Marketing Leads To Why
Books a time with ISR
Via link in nurture email		 General Enquiry Contact has proactively engaged — treat as a warm lead
Fills in a website form
Within the last 1 day		 General Enquiry Recent form submission signals active interest
Replies to any nurture email General Enquiry Direct reply = engagement — pull them out of nurture and into conversation
i Flow logic: When a lead self-engages via booking, form, or reply — or when someone on the team connects with them — the status changes to "General Enquiry". By that point, they should already be in or have completed one of the nurture sequences (Machines4U, Resources, or Attempting to Connect), depending on how they originally entered.
3

Machines4U Nurture

View workflow in HubSpot

flowchart TD TRIGGER["Lead Source: Machines4U
Form submission or via Make"] INQUIRY{"Inquiry = 'More information
on Rent to Own'?"} RESCHECK{"Filled resource form?
Tax savings download"} STATUS["Set Inbound Lead Status
- Marketing Leads →
Nurture in Progress"] E1["General Inquiry Email 1
What is Rent to Own?"] W1["Wait 2 days"] C1{"Unsubscribed?
Inbound Lead Status -
Marketing Leads =
Serviceable or Disqualified?"} E2["General Inquiry Email 2
Why Rent to Own Works?"] W2["Wait 3 days"] C2{"Unsubscribed?
Inbound Lead Status -
Marketing Leads =
Serviceable or Disqualified?"} E3["General Inquiry Email 3
Success Story"] ROTATE["Rotate to Contact Owner"] TASK["Create Task for Owner"] EXIT1["EXIT nurture"] EXIT2["EXIT nurture"] TRIGGER --> INQUIRY INQUIRY -->|"Yes"| RESCHECK INQUIRY -->|"No — quote request"| QUOTE["Goes to ISR task flow"] RESCHECK -->|"No"| STATUS RESCHECK -->|"Yes"| RESNURTURE["Goes to Resources nurture instead"] STATUS --> E1 E1 --> W1 W1 --> C1 C1 -->|"No — continue"| E2 C1 -->|"Yes"| EXIT1 E2 --> W2 W2 --> C2 C2 -->|"No — continue"| E3 C2 -->|"Yes"| EXIT2 E3 --> ROTATE ROTATE --> TASK style TRIGGER fill:#e0f2fe,stroke:#0284c7,color:#0c4a6e style INQUIRY fill:#fef3c7,stroke:#d97706,color:#92400e style RESCHECK fill:#fef3c7,stroke:#d97706,color:#92400e style STATUS fill:#ede9fe,stroke:#7c3aed,color:#5b21b6 style E1 fill:#dbeafe,stroke:#2563eb,color:#1e40af style E2 fill:#dbeafe,stroke:#2563eb,color:#1e40af style E3 fill:#dbeafe,stroke:#2563eb,color:#1e40af style W1 fill:#f1f5f9,stroke:#94a3b8,color:#64748b style W2 fill:#f1f5f9,stroke:#94a3b8,color:#64748b style C1 fill:#fef3c7,stroke:#d97706,color:#92400e style C2 fill:#fef3c7,stroke:#d97706,color:#92400e style EXIT1 fill:#fee2e2,stroke:#ef4444,color:#991b1b style EXIT2 fill:#fee2e2,stroke:#ef4444,color:#991b1b style ROTATE fill:#d1fae5,stroke:#059669,color:#065f46 style TASK fill:#d1fae5,stroke:#059669,color:#065f46 style QUOTE fill:#f1f5f9,stroke:#64748b,color:#64748b style RESNURTURE fill:#f1f5f9,stroke:#64748b,color:#64748b

Email Details

Email Subject Line Purpose Delay Before
Email 1 General Inquiry 1 Rent to Own Explained Educate — introduce the Rent to Own concept, how it works, who it's for Immediate
Email 2 General Inquiry 2 Rent to Own; the smart choice Build value — why Rent to Own works for Australian operators, benefits over traditional finance 2 days
Email 3 General Inquiry 3 A real example of Rent to Own in action Social proof — real customer success story showing Rent to Own in practice 3 days
4

Resources Nurture

View workflow in HubSpot

flowchart TD TRIGGER["Resource Form Submitted
Tax savings download or brochure"] CHECK{"From Machines4U
asking for more info?"} E1["General Inquiry Email 1
What is Rent to Own?"] W1["Wait 4 days"] C1{"Unsubscribed?
Inbound Lead Status -
Marketing Leads =
Serviceable or Disqualified?"} E2["General Inquiry Email 2
Why Rent to Own Works?"] W2["Wait 4 days"] C2{"Unsubscribed?
Inbound Lead Status -
Marketing Leads =
Serviceable or Disqualified?"} E3["General Inquiry Email 3
Success Story"] W3["Wait 4 days"] TASK["Task 1 for Sales"] EXIT1["EXIT nurture"] EXIT2["EXIT nurture"] TRIGGER --> CHECK CHECK -->|"No — proceed"| W0["Wait 3 days"] CHECK -->|"Yes"| M4U["Goes to Machines4U nurture"] W0 --> E1 E1 --> W1 W1 --> C1 C1 -->|"No — continue"| E2 C1 -->|"Yes"| EXIT1 E2 --> W2 W2 --> C2 C2 -->|"No — continue"| E3 C2 -->|"Yes"| EXIT2 E3 --> W3 W3 --> TASK style TRIGGER fill:#e0f2fe,stroke:#0284c7,color:#0c4a6e style CHECK fill:#fef3c7,stroke:#d97706,color:#92400e style E1 fill:#dbeafe,stroke:#2563eb,color:#1e40af style E2 fill:#dbeafe,stroke:#2563eb,color:#1e40af style E3 fill:#dbeafe,stroke:#2563eb,color:#1e40af style W1 fill:#f1f5f9,stroke:#94a3b8,color:#64748b style W2 fill:#f1f5f9,stroke:#94a3b8,color:#64748b style W3 fill:#f1f5f9,stroke:#94a3b8,color:#64748b style C1 fill:#fef3c7,stroke:#d97706,color:#92400e style C2 fill:#fef3c7,stroke:#d97706,color:#92400e style EXIT1 fill:#fee2e2,stroke:#ef4444,color:#991b1b style EXIT2 fill:#fee2e2,stroke:#ef4444,color:#991b1b style TASK fill:#d1fae5,stroke:#059669,color:#065f46 style W0 fill:#f1f5f9,stroke:#94a3b8,color:#64748b style M4U fill:#f1f5f9,stroke:#64748b,color:#64748b

Email Details

Email Subject Line Purpose Delay Before
Email 1 General Inquiry 1 Rent to Own Explained Educate — introduce the Rent to Own concept 3 days after trigger
Email 2 General Inquiry 2 Rent to Own; the smart choice Build value — why it works for Aussie operators 4 days
Email 3 General Inquiry 3 A real example of Rent to Own in action Social proof — real customer success story 4 days
5

Attempting to Connect Nurture

View workflow in HubSpot

flowchart TD TRIGGER["Inbound Lead Status - Marketing Leads
changed to Attempting to Connect"] CHECK1{"Already in Machines4U nurture?"} CHECK2{"Filled resource form?"} E1["Dynamic Uncontactable Email 1
What is Rent to Own?"] W1["Wait 5 days"] C1{"Unsubscribed?
Inbound Lead Status -
Marketing Leads =
Serviceable or Disqualified?"} E2["Dynamic Uncontactable Email 2
Benefits"] W2["Wait 5 days"] C2{"Unsubscribed?
Inbound Lead Status -
Marketing Leads =
Serviceable or Disqualified?"} E3["Dynamic Uncontactable Email 3
Success Story"] DONE["End of nurture
No task — separate workflow
handles task allocation"] EXIT1["EXIT nurture"] EXIT2["EXIT nurture"] TRIGGER --> CHECK1 CHECK1 -->|"No"| CHECK2 CHECK1 -->|"Yes — skip"| SKIP1["Already being nurtured"] CHECK2 -->|"No"| W0["Wait 6 days"] W0 --> E1 CHECK2 -->|"Yes — skip"| SKIP2["Already being nurtured"] E1 --> W1 W1 --> C1 C1 -->|"No — continue"| E2 C1 -->|"Yes"| EXIT1 E2 --> W2 W2 --> C2 C2 -->|"No — continue"| E3 C2 -->|"Yes"| EXIT2 E3 --> DONE style TRIGGER fill:#ede9fe,stroke:#7c3aed,color:#5b21b6 style CHECK1 fill:#fef3c7,stroke:#d97706,color:#92400e style CHECK2 fill:#fef3c7,stroke:#d97706,color:#92400e style E1 fill:#dbeafe,stroke:#2563eb,color:#1e40af style E2 fill:#dbeafe,stroke:#2563eb,color:#1e40af style E3 fill:#dbeafe,stroke:#2563eb,color:#1e40af style W1 fill:#f1f5f9,stroke:#94a3b8,color:#64748b style W2 fill:#f1f5f9,stroke:#94a3b8,color:#64748b style C1 fill:#fef3c7,stroke:#d97706,color:#92400e style C2 fill:#fef3c7,stroke:#d97706,color:#92400e style EXIT1 fill:#fee2e2,stroke:#ef4444,color:#991b1b style EXIT2 fill:#fee2e2,stroke:#ef4444,color:#991b1b style DONE fill:#f1f5f9,stroke:#64748b,color:#334155 style SKIP1 fill:#f1f5f9,stroke:#64748b,color:#64748b style W0 fill:#f1f5f9,stroke:#94a3b8,color:#64748b style SKIP2 fill:#f1f5f9,stroke:#64748b,color:#64748b

Email Details

Email Subject Line Purpose Delay Before
Email 1 Dynamic Uncontactable 1 Considering New Equipment? Re-engage — different angle from General Inquiry emails, asks about equipment needs 6 days after trigger
Email 2 Dynamic Uncontactable 2 Why Rent to Own works for Aussie operators Build value — benefits of Rent to Own tailored for Australian market 5 days
Email 3 Dynamic Uncontactable 3 A real example of Rent to Own in action Social proof — real customer success story 5 days
i Performance note (from Feb/Mar 2026 report): Uncontactable Email 3 (Success Story) has the highest click rate at 2.3%. Uncontactable Email 1 has the best open rate at 20.8%. The success story format drives more action than educational content.
6

Inbound Sales Tasks

Standard Form Submissions

flowchart TD FORM["Form Submission Received"] T1["Task 1: Follow Up
Created for ISR"] WAIT["Wait 2 business days"] CHECK{"Contact owner is known?
OR Inbound Lead Status - Marketing Leads
= Attempting to Connect?
OR = Disqualified?"} T2["Task 2: Follow Up Again"] SKIP["No Task 2"] FORM --> T1 T1 --> WAIT WAIT --> CHECK CHECK -->|"Yes — any is true"| SKIP CHECK -->|"No — none apply"| T2 style FORM fill:#e0f2fe,stroke:#0284c7,color:#0c4a6e style T1 fill:#d1fae5,stroke:#059669,color:#065f46 style T2 fill:#d1fae5,stroke:#059669,color:#065f46 style WAIT fill:#f1f5f9,stroke:#94a3b8,color:#64748b style CHECK fill:#fef3c7,stroke:#d97706,color:#92400e style SKIP fill:#fee2e2,stroke:#ef4444,color:#991b1b

Rent-Ready Form (Special Handling)

flowchart TD RENT["Rent-Ready Form Submitted
Sales need to know source —
different conversation with lead"] T1["Task 1: Follow Up
Flagged as Rent-Ready"] CHECK{"Inbound Lead Status - Marketing Leads
= Disqualified or Attempting to Connect?
OR Contact owner assigned?"} T2["Task 2: Follow Up Again"] SKIP["No Task 2 — Task 1 only"] RENT --> T1 T1 --> CHECK CHECK -->|"All = No"| T2 CHECK -->|"Any = Yes"| SKIP style RENT fill:#fce7f3,stroke:#db2777,color:#9d174d style T1 fill:#d1fae5,stroke:#059669,color:#065f46 style T2 fill:#d1fae5,stroke:#059669,color:#065f46 style CHECK fill:#fef3c7,stroke:#d97706,color:#92400e style SKIP fill:#fee2e2,stroke:#ef4444,color:#991b1b

BDM to Qualify (Routing — Not a Nurture)

View workflow in HubSpot

flowchart TD ISR["ISR changes Inbound Lead Status
- Marketing Leads →
BDM to Qualify
When ISR workload requires BDM help"] SELECT["ISR selects Contact Owner
The BDM who should follow up"] TASK["Task created for BDM"] ACTION{"BDM follows up and
updates the lead"} SVC["Mark Serviceable"] DQ["Mark Disqualified"] UPDATE["Update Inbound Lead Status
- Marketing Leads"] ISR --> SELECT SELECT --> TASK TASK --> ACTION ACTION --> SVC ACTION --> DQ ACTION --> UPDATE SVC --> DEAL["Conditional property prompts
deal creation"] style ISR fill:#ede9fe,stroke:#7c3aed,color:#5b21b6 style SELECT fill:#e0f2fe,stroke:#0284c7,color:#0c4a6e style TASK fill:#d1fae5,stroke:#059669,color:#065f46 style ACTION fill:#fef3c7,stroke:#d97706,color:#92400e style SVC fill:#d1fae5,stroke:#059669,color:#065f46 style DQ fill:#fee2e2,stroke:#ef4444,color:#991b1b style DEAL fill:#1a1a2e,stroke:#1a1a2e,color:#ffffff style UPDATE fill:#f1f5f9,stroke:#64748b,color:#334155
i BDM-friendly prompt: When a BDM changes status from "BDM to Qualify" → "Serviceable", a conditional property appears — "ISR Qualified (Manual Sales Owner Selected) - Trigger Automatic Deal Creation" — prompting them to create the deal without needing to navigate the full workflow.
8

Email Reference

There are 6 individual emails used across the nurture workflows. The General Inquiry emails are shared across Machines4U and Resources nurtures. The Uncontactable emails are only used in the Attempting to Connect nurture.

General Inquiry Emails

Email Subject Line Purpose Used In
General Inquiry 1 Rent to Own Explained Educate — introduce Rent to Own concept Machines4U, Resources
General Inquiry 2 Rent to Own; the smart choice Build value — why it works Machines4U, Resources
General Inquiry 3 A real example of Rent to Own in action Social proof — success story Machines4U, Resources

Uncontactable Emails

Email Subject Line Purpose Used In
Dynamic Uncontactable 1 Considering New Equipment? Re-engage — different angle, asks about equipment needs Attempting to Connect
Dynamic Uncontactable 2 Why Rent to Own works for Aussie operators Build value — benefits for Australian market Attempting to Connect
Dynamic Uncontactable 3 A real example of Rent to Own in action Social proof — success story (same as Gen Enq 3) Attempting to Connect
! General Inquiry Email 2 needs rework. 9.7% opens and 0.2% clicks — significant drop-off from Email 1. Subject line "Rent to Own; the smart choice" and content aren't landing. Consider testing a new angle.
i Success story format performs best across all nurtures. Both Email 3s (General Inquiry and Uncontactable) have the highest click rates. Real examples drive more action than educational content.
9

Exit Conditions & Inbound Lead Status - Marketing Leads

Exit Conditions (All Nurtures)

Checked between every email in every nurture sequence. If any condition is true, the contact exits the nurture immediately.

Condition What It Means
Contact unsubscribed from emails Respect the opt-out — no more marketing emails
Inbound Lead Status - Marketing Leads = Serviceable Lead has been qualified and is a good fit — no need for further nurturing
Inbound Lead Status - Marketing Leads = Disqualified Lead has been assessed and is not a fit — stop sending emails

Inbound Lead Status - Marketing Leads Values

Status Meaning Set By
Attempting to Connect Someone tried to call but didn't get through ADMIN workflow (call outcome = did not connect — by ISR or contact owner (BDM))
General Enquiry Lead has been reached or has self-engaged ADMIN workflow (call outcome = connected — by ISR or contact owner (BDM)), OR lead books time with ISR, OR fills website form in last 1 day, OR replies to nurture email
Nurture in Progress Contact is currently in an active nurture sequence Nurture workflows
BDM to Qualify ISR needs BDM to help qualify (workload overflow) ISR (manual)
Serviceable Lead is qualified and a good fit — ready for deal ISR or BDM (manual)
Disqualified Lead assessed and not a fit ISR or BDM (manual)
10

ISR Playbook & Deal Creation — Combined Flow

When a lead reaches General Enquiry status (via connected call, booking, form submission, or email reply), the ISR fills in the playbook to collect structured qualification data. Once qualified, deal creation is triggered via one of two semi-automated methods.

i TODO: Add the 2 semi-automated deal creation properties to the Playbook. Include both "ISR Qualified (Manual Sales Owner Selected) — Trigger Automatic Deal Creation" and "ISR Qualified (WF Logic) — Trigger Automatic Deal Creation" as fields in the Playbook so ISR can trigger deal creation directly from there — easy reference and one less step.
flowchart TD GEN["Status = General Enquiry"] PLAYBOOK["ISR fills in Playbook
Structured qualification
questions"] QUALIFIED{"Lead qualified?"} DQ["Mark Disqualified"] FOLLOWUP["Follow up later
Remarketed via ads"] METHOD{"Which deal
creation method?"} subgraph M2["Method 2: Standard BDM Lead Allocation"] PROP2["Set property:
ISR Qualified (WF Logic)
— Trigger Automatic
Deal Creation = Yes"] BRANCH["Workflow branches on
State + Contact Type
Broker / Dealer / End User"] ASSIGN["BDM auto-assigned"] DEAL2["Deal created for
the assigned BDM"] end subgraph M1["Method 1: ISR Selects Contact Owner"] SELECT["ISR manually selects BDM"] PROP1["Set property:
ISR Qualified (Manual Sales
Owner Selected) — Trigger
Automatic Deal Creation = Yes"] DEAL1["Deal created for
the assigned BDM"] CLEAR["Property cleared
after 2 minutes"] end GEN --> PLAYBOOK PLAYBOOK --> QUALIFIED QUALIFIED -->|"Yes"| METHOD QUALIFIED -->|"Not ready for deal creation"| FOLLOWUP QUALIFIED -->|"No"| DQ METHOD -->|"ISR picks BDM
(Method 1)"| SELECT METHOD -->|"System allocates
(Method 2)"| PROP2 SELECT --> PROP1 PROP1 --> DEAL1 DEAL1 --> CLEAR PROP2 --> BRANCH BRANCH --> ASSIGN ASSIGN --> DEAL2 style GEN fill:#ede9fe,stroke:#7c3aed,color:#5b21b6 style PLAYBOOK fill:#e0f2fe,stroke:#0284c7,color:#0c4a6e style QUALIFIED fill:#fef3c7,stroke:#d97706,color:#92400e style METHOD fill:#fef3c7,stroke:#d97706,color:#92400e style DQ fill:#fee2e2,stroke:#ef4444,color:#991b1b style FOLLOWUP fill:#fef3c7,stroke:#d97706,color:#92400e style M1 fill:none,stroke:#94a3b8,stroke-dasharray:5 5,color:#334155 style M2 fill:none,stroke:#94a3b8,stroke-dasharray:5 5,color:#334155 style SELECT fill:#e0f2fe,stroke:#0284c7,color:#0c4a6e style PROP1 fill:#ede9fe,stroke:#7c3aed,color:#5b21b6 style DEAL1 fill:#1a1a2e,stroke:#1a1a2e,color:#ffffff style CLEAR fill:#f1f5f9,stroke:#94a3b8,color:#64748b style PROP2 fill:#ede9fe,stroke:#7c3aed,color:#5b21b6 style BRANCH fill:#fef3c7,stroke:#d97706,color:#92400e style ASSIGN fill:#d1fae5,stroke:#059669,color:#065f46 style DEAL2 fill:#1a1a2e,stroke:#1a1a2e,color:#ffffff

Method Comparison

Method 1: ISR Selects Contact Owner Method 2: Standard BDM Lead Allocation
When to use ISR knows which BDM should take the lead Let the system decide based on standard allocation rules
BDM selection ISR manually picks the BDM (contact owner) Workflow assigns by state + contact type (Broker / Dealer / End User)
Trigger property ISR Qualified (Manual Sales Owner Selected) — Trigger Automatic Deal Creation ISR Qualified (WF Logic) — Trigger Automatic Deal Creation
Property reset Auto-cleared after 2 minutes (ready for reuse) Not specified
Also triggered by BDMs changing status to "Serviceable" (conditional prompt for less tech-savvy BDMs) ISR only
Workflow View in HubSpot View in HubSpot
i BDM-friendly prompt: When a BDM changes status from "BDM to Qualify" → "Serviceable", the Method 1 property appears as a conditional field — prompting them to trigger deal creation without needing to navigate the full workflow.
Prepared by Gather 'n' Grow | gatherngrow.com · April 2026