Workflows Creation & Location inside the CRM

Locate Workflows

• From the left-hand menu, click the Workflows Icon
  • Listed on this screen will be all current workflows that are inside your CRM

Creating A Workflow

Step 1: New Workflow Button

• In the upper left side of the screen, locate the "New Workflow" button and click

Step 2: Name The Workflow

• Inside the workflow screen, at the top of the screen, update "Untitled Workflow" using the pencil icon 

Step 3: Choose A Trigger

• Click the "Set up Triggers" button
• Choose:
  • The trigger that will initiate the workflow to be applied to a contact 

Step 4: Create An Action

• After a trigger is selected, you will then select "New Action"
  
  • Select the action you would like to take place 
    • You can also choose if you would like to use the following actions:
      • Delay
      • Throttle
      • Branch
• Repeat this step until all steps of your workflow are completed

Step 5: Publish

• In the upper right corner, locate the "Publish" button and select

Need Help?

If you have any questions or need assistance setting up lead routing, please reach out to support@ggms.com