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.

Introduction to Workflows _V1 (INACTIVE)

Curriculum

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About this course

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