Create It: Activating a One-Click Workflow

Now it is your turn to activate a One-Click Workflow in Neon CRM.

To activate a One-Click Workflow:

1. Select Workflows from the navigation menu.

2. Select One-Click Workflows on the drop-down menu.

At this point, there are two ways to activate a workflow:

    • On the One-Click Workflows page, turn on the toggle switch of the workflow you wish to activate. Then select Confirm in the confirmation pop-up, or
    • Select the name of the workflow you wish to activate. Then select the Inactive switch in the upper right corner to change it to Active.

Once you complete these steps, you have successfully activated the workflow!