- What is a Workflow?
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Lesson 1 - What is a Workflow? (5:20)
- Elements of a Workflow
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Lesson 1 - Elements of a Workflow (4:25)
- Examining an Example Custom Workflow
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Lesson 1 - Examining an Example Custom Workflow (4:03)
- Building Your Own Custom Workflows
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Lesson 1 - Building an Event-Triggered Workflow
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Lesson 2 - Building a Date-Triggered Workflow
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Lesson 3 - Building a Conditional-Triggered Workflow
- Course Conclusion
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Review
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Resources
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Goodbye!
Advanced Workflows
This course examines how to build custom workflows in Neon CRM. This course will take approximately 40 minutes to complete.
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