Advanced Workflows_V1 (Inactive)

This course examines how to build custom workflows in Neon CRM. This course will take approximately 40 minutes to complete.

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Course Overview (Show All)

Welcome Video optional

Course Introduction

What is a Workflow?

Lesson 1 - What is a Workflow?

Elements of a Workflow

Lesson 1 - Elements of a Workflow

Examining an Example Custom Workflow

Lesson 1 - Examining an Example Custom Workflow

Building Your Own Custom Workflows

Lesson 1 - Building an Event-Triggered Workflow

Lesson 2 - Building a Date-Triggered Workflow

Lesson 3 - Building a Conditional-Triggered Workflow

Course Conclusion

Review optional

Resources optional

Goodbye! optional

About this course

About this course

In this course, you will learn how to use the basic elements of a workflow to build your own custom workflows in Neon CRM.

Learning Objectives:

Review the elements of a workflow
Review an example custom workflow
Create an event-triggered custom workflow
Create a date-triggered custom workflow
Create a conditional-triggered custom workflow