Workflows
Create repeatable processes, streamline follow-up, and keep work moving with workflows in Swivel.
By Boni and 2 others3 authors9 articles
Start Here
Learn what workflows are, when to use them, and how they help automate and standardize processes.
What are Workflows? Manual vs. Automated Workflows
Common Workflow Examples & Use CasesUse these examples as inspiration when creating your won workflow templates.
Workflows FAQs & Troubleshooting
Workflows - Video Training
Create & Configure
Build workflow templates, define steps, and configure automation settings.
Create & Manage Workflow TemplatesCreate workflow templates to standardize repeatable processes, assign responsibilities, and automate processes across contacts, products, opportunities, appointments, and more.
Manage Active WorkflowsThis is an overview of advanced workflow features.
Schedule a Workflow to Run on a Future DateSchedule a workflow to start on a future date by enabling scheduling in the template and selecting a start date when you run the workflow.
Workflows ConfigurationCreate and edit workflows.
Run & Manage Workflows
Track progress, view assigned work, and manage active workflows.
Consolidated Workflows ViewThe Consolidated Workflows view is the dedicated Workflows tab on the left side navigation menu.