Workflows & Automation
Learn how to use workflows to automate your business.
What is a Workflow?
Workflows are like little programs that automate you and your team. Learn what all they can do
Triggers
Learn what triggers are and how they work with workflows
Workflow Tools
What are workflow tools
Create A Workflow
How to create a workflow
Conditions & Dynamic Workflows
Workflows can be dynamic based on response and other actions that your prospects take
Troubleshooting Workflows
Got an issue in your workflow? Here's how to find it and fix it
Adding Contacts to Workflows
How to add contacts to a workflow
Workflow Recipes
Tap into ready made workflows
Workflow Organization
Naming and organising your workflows
Workflow Actions
Different workflow actions and outcomes
The Check-in System
How to track and use the check-in System
Support Doc: Configuring the wait step for weekly, bi-weekly and monthly check-ins
https://docs.google.com/document/d/1veV0S7Du8h2IAio_NB9QulKP0KuWXOK5pwUcdBWkWNo/edit?usp=sharing
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