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Welcome Video
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Course Introduction
- Workflow Overview
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Lesson 1 - What is a Workflow?
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Lesson 2 - Watch It: Examining a Sample Workflow
- One-Click Workflows
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Lesson 1 - What is a One-Click Workflow?
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Lesson 2 - Watch It: Activating a One-Click Workflow
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Lesson 3 - Create It: Activating a One-Click Workflow
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Lesson 4 - Watch It: Editing and Cloning a One-Click Workflow
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Lesson 5 - Create It: Editing a One-Click Workflow
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Lesson 6 - Create It: Cloning a One-Click Workflow
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Lesson 7 - Watch It: Testing a One-Click Workflow
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Lesson 8 - Create It: Testing a One-Click Workflow
- Course Conclusion
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Review
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Resources
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Goodbye!
Introduction to Workflows
This course examines the basics of workflows, including One-Click Workflows, in Neon CRM.
In this course, you will learn the basics of workflows in Neon CRM. You will learn about the elements of a workflow, the difference between a workflow email and a system email, and how to use the pre-built One-Click Workflows in Neon CRM.
Learning Objectives:
- Define a workflow
- Describe the elements that compose a workflow
- Explain the difference between a workflow email and a system email
- Demonstrate how to activate, edit, clone, and test a One-Click Workflow