How do I create personal workflows or ones for my teammates?

Personal workflows can be created by agents. Admins can create workflows that are visible to all the entire office, team, or just themselves. To create workflows:

1. Click on the gear icon in the upper right corner.
2. Click on Workflow Manager on the left sidebar.
3. Click Add Workflow.
4. Provide a name and category (leads or transaction). Admins will be able to select a visibility. Agents will only be able to select Individual.
5. Click on Leads or Transaction to see the new workflow you created.
6. Click the drop down next to to the workflow.
7. Click view.
8. On the right, the empty workflow will appear. Click Add Task to begin building the workflow.
9. Select the type of task. It will either be a call, email, text, meeting, or event.
10. Complete the name, description, and length of time.
11. Click Save & Add Next.
12. Repeat steps 9 through 11 until all tasks have been added. Then, click save on the file task.

Once you click save, you will be able to see your complete workflow.

Updated on: 11/04/2019