Workflows
Create and manage processes to support your business needs
By Boni and 2 others3 authors9 articles
Types of WorkflowsStreamline processes.
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.
Advanced Workflow FeaturesThis is an overview of advanced workflow features.
Consolidated Workflows ViewThe Consolidated Workflows view is the dedicated Workflows tab on the left side navigation menu.
Workflows ConfigurationCreate and edit workflows.
Create & Manage Workflow Templates
Example Workflows
FAQs Workflows
Workflows - Video Training