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How do I create a “Workflow” template?
How do I create a “Workflow” template?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

To create a “Workflow” template:

  1. Click on “Workflows” on the left-side navigation panel.

  2. Choose “Manage Templates.”

  3. Choose “Add Template.”

  4. Name the Workflow.

  5. Choose whether you want this to be a “Sequential” workflow. If you choose “no” the workflow will be a checklist which can be completed in any order.

  6. Determine whether your workflow is for a contact, opportunity or project.

  7. Give the workflow a description.

  8. Fill in the details to create the steps.

  9. Save the template.

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