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LifeBase CRM

Automations

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How to Change the Sender Details for a Specific Workflow

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How to Create a New Workflow in the CRM

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How to Check the Status of a Workflow

Watch a video demonstration here or scroll below to see the process step-by-step:

 

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How to Make Edits to a Workflow

Watch a video demonstration here or scroll below to see the process step-by-step:

 

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How to Access/See Workflows

Watch a video demonstration here or scroll below to see step-by-step how to access your Workflows.

 

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