Thanks to workflow you can create multilevel automation processes. It will let you organize and automatize marketing and sales processes in your firm, even more efficiently than before.
Explore how the workflow mechanism works.
Events define a contact activity but also initiate a workflow process. It is possible to enter more than one event in different parts of one structure. After meeting set assumptions contact moves to the next workflow stage. See how each of event works in workflow:
We add conditions to a workflow when we want a contact to meet set assumptions, which will activate other elements. In order to check if contact meets the assumptions, the entire contact card is being checked. Conditions can be negated and “If not” other options can be set for them. How can we set particular condition you will find below:
Actions are being activated after contact goes positively through every previous element. It is possible to set various actions in any order and alternative action for “if no” condition. Every available action is described down here: