Workflow Templates consist of a set of pre-designed action flows that can help you automate the most common business activity without having to set up a workflow from scratch.

For example, some common use cases for setting up a workflow would be sending email reminders to sales owners whenever a new prospect is assigned or creating a follow-up task whenever a new deal is added to their pipeline. 

With templates, these commonly executed business processes are templatized and made easy to access. As a user, you can simply choose a template that suits your requirement and enable it at the click of a button. You can also customize a template with additional actions to suit your specific business needs.

How to enable workflow templates for my business?

  1. Go to Admin Settings > Manage Workflows. On the Workflows page, you can find all workflows templates listed. 

  2. Choose from any of the themes of workflows templates on offer. As of today, the most commonly offered templates are for:

    1. Improve Productivity: Templates that help automate processes related to contact or deal assignment.

    2. Follow up on cue: Templates that help with following up on tasks or lifecycle stage movements.

    3. Stay on top of deals*: Configure workflows that help create deals automatically or move deal stages based on milestones.

  3. Click  to deploy the workflow without any changes.

    Click Edit Workflow. This opens the Edit Workflow page.

  4. Make changes to the workflow

  5. Click  to enable the workflow


*NOTE: For Deal-specific Workflow Templates, only Edit Workflows will be enabled for users as Deal qualification conditions will have to be set it place. After setting placeholder values and conditions, users can enable the workflows.