Advanced Workflows_V1 (Inactive)

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

Course Overview (Show All)

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