Workflow is a sequence of tasks triggered by a specific event. For instance, when a lead expresses interest in your product, actions such as sending additional business information or a text message need to be taken. Automation facilitates the creation of predefined actions for the system to execute upon the occurrence of a specific event. This streamlines business processes, saves time, and enhances overall business efficiency.

Create Folder

To establish a folder within your workflow, click the "Create Folder" button and provide a name. Select the blue "Create" button to observe the folder in your workflow list.

Filter by Recent or List

You can organize your workflow list by toggling the filter to either recent or list. The recent filter displays the list from the latest update to the oldest, while the list filter arranges it with folders first and then alphabetically.

Filter by Search Bar

The search bar simplifies locating a specific workflow recipe or folder. No more wasting time scrolling through numerous results – a quick search grants access to the desired workflow or folder. Try the search bar for efficient navigation through the list.

Filter by Status

Filter your workflows by status to view all, draft, or published campaigns. This aids in identifying workflows in draft mode, those not yet published, or viewing currently active campaigns in your CRM.

Created Workflow List

This serves as the homepage for your Workflow section, offering a comprehensive overview. It displays existing workflows created by you and your team, allowing creation, editing, and management of multiple aspects for each workflow.

Workflow Name: Identifies the names of all your workflows for easy identification.

Status: Indicates whether a workflow is in "Draft" or "Published" status.

Total Enrolled: Displays the total number of people enrolled in a specific workflow.

Active Enrolled: Shows the number of people currently active in a particular workflow.

Last Updated: Provides the date of the last workflow update.

Workflow Created On: Presents the date when the workflow was initially created.

Workflow Action

The three dots Action menu provides options for workflows, including editing, opening, publishing or drafting, moving to a folder, duplicating, and deleting.

Edit Workflow: Allows you to modify your workflows.

Open in New Tab: Opens the workflow in a new window tab.

Draft Workflow: Converts a published workflow back to draft mode.

Move to Folder: Relocates the workflow to a specific folder.

Duplicate Workflow: Creates a clone of the workflow.

Delete Workflow: Removes the workflow.