How to activate Workflows?
Workflows in Kylas are a powerful tool to automate several activities that are performed repeatedly during the sales process. An active workflow will validate the trigger, conditions, and perform the set actions,
Prerequisites
- Permissions: Any user with access to read all, update all access in workflow automation
- Product Plans: Elevate
- Activities to be Completed: Creating a company account
Step 1
Login to Kylas and navigate to Setup -> Automation > Workflows
Step 2:
Click on the ellipsis( 3 dots ) and select "activate" button.
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