This workflow example helps keep your customer calls and opportunities on track
1) Click Run to see it in action
2) Click Edit to customize it
3) Set up integrations/Automations
Visit our Knowledge Base for guidance https://www.process.st/help/
Send Follow Up Email
Opportunity - Yes!
Opportunity - No
This is a task, one of the actionable steps in your workflow.
⬆️When you edit a workflow, you canassign tasks to other users, give them adeadline to be completed by,pause the workflow run at this point, or change who can see this task by adjusting thepermission settings ⬆️
Use Case - Battle Cards
Create Pages for each of the common competitors and objections that you know of. Add links to each of them here:
This task, or the fields within it, will show or remain hidden due toConditional Logic rules that have been set up in this workflow.
Edit the workflow and ↖️click the Conditional Logic button ↖️ to view or edit the rules.
This task usesvariables to surface information collected inform fields in your workflow, so that they can be viewed or used elsewhere in your workflow, such as the text widget below.