Workflows & Automation
Learn how to use workflows to automate your business.
What is a Workflow?
Workflows are like little programs that automate you and your team. Learn what all they can do!
Workflow Tools
Let's go through the workflow tools and talk about each one.
Create A Workflow
How to create a workflow.
Conditions & Dynamic Workflows
Workflows can be dynamic based on response and other actions that your prospects take.
Troubleshooting Workflows
Got an issue in your workflow? Here's how to find it and fix it.
Adding Contacts to Workflows
So you have your workflow ready to launch! How do you add clients or prospects to it?
Workflow Recipes
Tap into workflows that are already remade for you!
Workflow Organization
Keep your workflows organized!
Workflow Actions
See what actions your workflows can do!
Workflow Triggers
See what triggers you can implement with your workflows!
Need additional support? Feel free to reach out and get expert help by filling out a support ticket!
Copyright 2023 - The Nest by Social Sparrow
CONNECT
Reach out to us!