New User Module 3-2: Workflow

New User Module 3-2: Workflow

Workflow Review
Solidify your knowledge of Workflow and how it differs from a single Action. Workflow Overview

Workflow Templates
Learn about Workflow Templates and how to build them to standardize processes across the firm. Workflow Templates Overview
Creating Workflow Templates

Tracking Workflow Progress
Keep an eye on how active Workflows are progressing in your CRM. Using the Workflow Monitor

Advanced Workflow Setup
Need a little more finesse to your Workflow Template setups? Here are some ideas.

Workflow Templates with Multiple First Steps

Branching Workflow Templates

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