Workflows - A Simple Calendar Workflow

This article guides you through creating a simple calendar workflow in a CRM, including setting triggers, assigning users, and sending notifications.

Workflows - Builder Overview

This article outlines how to set up and manage workflows in a CRM system, detailing steps to create, edit, and organize workflows for efficient business automation.

Workflows - Builder Tab

This article outlines how to use the Workflow Builder in a CRM to create and manage automated processes, including testing and publishing workflows.

Workflows - Create New Workflow

This article provides a guide on creating and managing workflows in a CRM, including selecting templates, organizing with folders, and editing workflow settings.

Workflows - Enrollment History Tab

This article explains how to use the Enrollment History Tab in workflows, including editing titles, filtering logs, and reviewing actions taken on contacts.

Workflows - Execution Logs Tab

This article provides guidance on using the Workflow Status Table to monitor and manage customer statuses and actions within a workflow system.

Workflows - Loop Lockouts

This article explains the Loop Lock feature in workflows, designed to prevent endless action loops by halting repetitive processes after certain thresholds.

Workflows - Settings Tab

This article details the settings tab in workflow management, covering options for contact re-entry, communication management, and how to draft or publish workflows.