Video recorded on July 14, 2022
What was covered:
- 0:00 - 1:49: Introduction
- 1:50 - 2:33: Why workflows?
- 2:34 - 9:43: Anatomy of a workflow
- 9:44 - 11:26: Overview of workflow performance and analytics
- 11:27 - 11:43: Overview of Saved Workflows
- 11:44 - 18:30: How to build a "Lead Drip Campaign" workflow
- 18:31 - 22:07: How to build a "Group Lead Form" workflow
- 22:08 - 23:04: Q&A - Can you have a workflow suspend for a certain amount of time?
- 23:05 - 24:27: How to build a "New Group Opp Created" workflow
- 24:28 - 25:40: How to build an "Opportunity Followup" workflow
- 25:41 - 26:25: How to build a "Closed Won" workflow
- 26:26 - 28:06: Q&A session