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Workflow Series

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Part 1 - Conceptualizing & Whiteboarding
Before diving into the tool of Workflows itself, it's important to know what your processes actually are. In this session we'll get you in the right mindset for laying out your roadmap, giving you the right questions to ask yourself and whiteboarding several workflows to be used later on. 

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Part 2 - Building Workflows in Redtail CRM
Once we have a good idea of how we want our processes to go, we can then building them out in our Redtail CRM. This session goes over the actual functionality of building Workflow templates for repeated use in the future, allowing for a consistent experience every time.

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Part 3 - Live Application of Workflows  
Now that our Workflow templates are built, it's time to take them live! Workflows can be utilized in several aspects, from existing templates, to building active workflows from scratch. They can also be attached to not just contacts, but also seminars, opportunities, or nothing at all!

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Part 4 - Enhancements / Automations

Wrapping up our series, we'll dive into some of the other complementary tools for Workflows, particularly with Automations. Using Automations, users can build custom triggers to automatically attach workflows templates in an 'If this, then that' scenario.

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 Associated Helpdesk Articles:

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