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Welcome Video
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Course Introduction
- What is a Workflow?
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Lesson 1 - What is a Workflow?
- Elements of a Workflow
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Lesson 1 - Elements of a Workflow
- Examining an Example Custom Workflow
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Lesson 1 - Examining an Example Custom Workflow
- Building Your Own Custom Workflows
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Lesson 1 - Building an Event-Triggered Workflow
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Lesson 2 - Building a Date-Triggered Workflow
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Lesson 3 - Building a Conditional-Triggered Workflow
- Course Conclusion
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Review
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Resources
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Goodbye!
Advanced Workflows
This course examines how to build custom workflows in Neon CRM.
In this course, you will learn how to use the basic elements of a workflow to build your own custom workflows in Neon CRM.
Learning Objectives:
- Review the elements of a workflow
- Review an example custom workflow
- Create an event-triggered custom workflow
- Create a date-triggered custom workflow
- Create a conditional-triggered custom workflow