Workflows

Workflows - Overview
This video will give you an overview of the Workflows feature:  
Sat, 21 Aug, 2021 at 9:23 AM
How To Set User Reminders
This video shows how to set user reminders for calls with texts, notifications and emails:
Sat, 21 Aug, 2021 at 9:25 AM
Repeating or Recurring Workflow
This video will show you how to create a repeating or recurring workflow:
Sat, 21 Aug, 2021 at 9:28 AM
Facebook Conversion API Setup
Facebook Conversion API Setup:
Sat, 21 Aug, 2021 at 9:29 AM
Workflows Trigger
Workflow is a series of actions performed when a specific event occurs. For example, when the lead has  shown interest in your product, youw will need to ta...
Fri, 5 Aug, 2022 at 8:55 AM
Create New Workflow
Create Folder Workflows are a series of actions meant to be performed depending on the stage of the lead. Having a folder will hel...
Mon, 8 Aug, 2022 at 11:56 AM
Workflow Actions
Adding Workflow Actions This is where you pick an action for this step. The actions are grouped into categories: External Commu...
Fri, 5 Aug, 2022 at 9:07 AM
Send Email Action
Workflow - External Communication Action: This action sends an email to the contact. Email Action Sends an email to the contact. ...
Fri, 5 Aug, 2022 at 9:20 AM
Send SMS
SMS Action Sends a text message to the contact. Edit Action Templates By clickin...
Fri, 5 Aug, 2022 at 9:25 AM
Call Action
If the contact has been assigned to a user, this event will call the user and play the whisper message. If the contact is unassigned, this event w...
Fri, 5 Aug, 2022 at 9:28 AM