Shared guide

How to use workflow templates

Step-by-step guide covering: Click on "Click here."; Click Automations; Click Preview; Click Continue.

victoriaworkflowsvictoriaworkflows
·22 steps·5 views·Published
Step-by-step Guide22 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Automations

    Click Automations
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  3. Click Preview

    Click Preview
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  4. Click Continue

    Click Continue
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  5. Click Use template

    Click Use template
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  6. Click Any stage

    Click Any stage
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  7. Click Qualified

    Click Qualified
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  8. Click on "Click here."

    Click on "Click here."
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  9. Click on "Click here."

    Click on "Click here."
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  10. Click Deal contact person email

    Click Deal contact person email
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  11. Click on "Click here."

    Click on "Click here."
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  12. Click Intro template

    Click Intro template
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  13. Click on "Click here."

    Click on "Click here."
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  14. Click open menu

    Click open menu
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  15. Click 3 days

    Click 3 days
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  16. Click on "Click here."

    Click on "Click here."
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  17. Click on "Click here."

    Click on "Click here."
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  18. Click Deal contact person email

    Click Deal contact person email
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  19. Click on "Click here."

    Click on "Click here."
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  20. Click Follow up

    Click Follow up
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  21. Click Save as draft

    Click Save as draft
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  22. Click on "Click here."

    Click on "Click here."
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