How to activate Workflows?

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

  1. Permissions:  Any user with access to read all, update all  access in  workflow automation
  2. Product Plans: Elevate
  3. 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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