Automation

Explore Workflows.

• Workflow Overview
• Workflow Notifications
• Creating a Workflow
• Common Action Items for Customizing Workflows
• Add an Assigned User to a Workflow
• Adding an external Email in a Workflow
• Workflows Stop on Response
• Workflow Reporting
• View a Contact's Active and Past Workflows
• How to Manually Remove a Contact from a Workflow
• How to Move an Opportunity Card from One Pipeline to Another
• How to Audit Workflows
• Overview of Sales Pipeline Automations
• How to Create Workflow Folder
• Workflow Settings - Overview
• Workflow Trigger Types
• Duplicate Workflow
• Published vs Draft in Workflow
• Nested Folders
• Adding a Single Contact to a Workflow
• Bulk Delete Opportunities
• How to add a Wait Action
• Workflow Notes & Stickies
• Form Submission Workflow
• Missed Call Text Back - Workflow
• Workflow - Advance Filters and Smartlist