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.