Follow the steps below to start a workflow for a contact, opportunity or project:
1. Click on “Workflows” that now appear on the left-side navigation panel.
2. Click on “Start Workflow."
3. Choose the template you would like to start. (See also, “How do I create a workflow template?“).
4. Choose the contacts, opportunities or projects you would like to link the workflow to.
- While in a specified contact record, opportunity or project, you will see an “Workflows” box on the right-side panel. Click “Start New” and then choose the workflow you would like to start.