Shared guide

How to use workflow templates

In this guide, learn how to effectively use workflow templates by following a series of straightforward steps.

victoriaworkflowsvictoriaworkflows
·22 steps·67 views·Published

In this guide, learn how to effectively use workflow templates by following a series of straightforward steps. Discover how to navigate through automations, preview templates, and set up follow-up emails with ease for enhanced productivity.

Step-by-step Guide22 steps

  1. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  2. Click Automations

    Click Automations
    Loading screenshot…
    100%

  3. Click Preview

    Click Preview
    Loading screenshot…
    100%

  4. Click Continue

    Click Continue
    Loading screenshot…
    100%

  5. Click Use template

    Click Use template
    Loading screenshot…
    100%

  6. Click Any stage

    Click Any stage
    Loading screenshot…
    100%

  7. Click Qualified

    Click Qualified
    Loading screenshot…
    100%

  8. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  9. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  10. Click Deal contact person email

    Click Deal contact person email
    Loading screenshot…
    100%

  11. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  12. Click Intro template

    Click Intro template
    Loading screenshot…
    100%

  13. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  14. Click open menu

    Click open menu
    Loading screenshot…
    100%

  15. Click 3 days

    Click 3 days
    Loading screenshot…
    100%

  16. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  17. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  18. Click Deal contact person email

    Click Deal contact person email
    Loading screenshot…
    100%

  19. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%

  20. Click Follow up

    Click Follow up
    Loading screenshot…
    100%

  21. Click Save as draft

    Click Save as draft
    Loading screenshot…
    100%

  22. Click on "Click here."

    Click on "Click here."
    Loading screenshot…
    100%