Introduction to Workflows _V1 (INACTIVE)

This course examines the basics of workflows, including One-Click Workflows, in Neon CRM. This course will take approximately 30 minutes to complete.

Course Overview (Show All)

About this course

In this course, you will learn the basics of workflows in Neon CRM. You will learn about the elements of a workflow, the difference between a workflow email and a system email, and how to use the pre-built One-Click Workflows in Neon CRM.

Learning Objectives:

  • Define a workflow
  • Describe the elements that compose a workflow
  • Explain the difference between a workflow email and a system email
  • Demonstrate how to activate, edit, clone, and test a One-Click Workflow