What is a workflow? A workflow is a series of actions performed when a specific event occurs. For example, when the lead has shown interest in your product, you will need to take ...
A Simple Calendar Workflow Check your Calendar The first step to creating a calendar workflow is to make sure you have a calendar set up to tie your workflow to. So, from the da ...
Enrollment History Tab To learn more about workflows and how to build them, check out the "Workflow Training" section under the "Advanced Training" help center menu! Action ...
Execution Logs Tab To learn more about workflows and how to build them, check out the "Workflow Training" section under the "Advanced Training" help center menu! Workflo ...
Builder Tab To learn more about workflows and how to build them, check out the "Workflow Training" section under the "Advanced Training" help center menu! Actions The workflow B ...
Create New Workflow To learn more about workflows and how to build them, check out the "Workflow Training" section under the "Advanced Training" help center menu! Click here ...
Settings Tab The settings tab within workflows gives you the opportunity for communication, contact, conversation, and workflow sequence management. When creating workflows, ...
Your header text here Your header text here Understanding Loop Locks In certain scenarios within a workflow, there's a risk of inadvertently creating a loop. This occurs when tw ...
