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.


  1. 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.

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