The workflows tool automates your marketing, sales, and service processes. Internal processes that can be automated include notifying and assigning deals to your sales team based on various qualifying factors, as well as rotating leads. External processes that can be automated include email marketing campaigns and lead nurturing.
Learn the basics of managing your workflows from your workflows dashboard. Start by navigating to Automation > Workflows.
To create a workflow, in the upper right click Create workflow. Learn more about creating workflows.
To delete a workflow, hover over the workflow, then click Delete. You can bulk delete workflows by selecting the checkboxes next to the workflows you want to delete, then clicking Delete in the header row.
Select the checkboxes next to the workflows that you want to put in the folder, then click Move to folder.
In the dialog box, select your folder from the dropdown menu, then click Save.
To edit a folder, hover over the folder in the workflows dashboard. To rename the folder, click Rename. To delete a folder, click Delete.
Please note: deleting a folder also deletes the workflows inside of it. Folders cannot be bulk deleted.
To allow only specific teams to view and edit a workflow, hover over the workflow you want to restrict, then click More. Then select Assign to team. Any users not on the selected team will not be able to view or edit the workflow.
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