Workflows can save you time and energy you could spend with your customers instead. In this video, you will learn how to use workflows to automate common or repetitive tasks. With workflows, you can ensure consistency in your records by making it possible for all employees to follow the same steps. Also, you can create workflows that are customized for your organization, as well as save templates that let you create a variety of similar workflows.
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Trouble viewing the video on this page? Try watching it on YouTube instead: Create a simple workflow
Related Links
Work with Workflows
Follow a process from creation through action
Understanding workflow structure
Using workflows to automate common business tasks
