- Examine an Example Workflow
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Examine an Example Workflow (2:05)
- One-Click Workflows
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What is a One-Click Workflow?
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Activate a One-Click Workflow (0:54)
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Edit and Copy a One-Click Workflow (1:21)
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Lesson 7 - Watch It: Testing a One-Click Workflow (2:24)
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Test a One-Click Workflow (2:02)
- Related Resources
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Resources
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Goodbye!
Introduction to Workflows
This course examines the basics of workflows, including One-Click Workflows, in Neon CRM. This course will take approximately 30 minutes to complete.
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