How to edit/update worflows

How to edit/update worflows


Workflows in Kylas is a way to automate certain repetitive tasks that are performed throughout a sales process. A workflow helps to write some Rules based on certain Triggers and Conditions followed by Actions to be performed by the system when the selected Trigger and Conditions match. Workflows can save a lot of time that a salesperson might be spending in performing those tasks manually. 

Prequisites

Permissions:  Any user with Basic access (Create) and Admin access (Read All and Update All workflows).
Product Plans: Elevate
Activities to be Completed: Create tasks automatically via workflow 

Step by Step Process

1.) Login to Kylas and navigate to CRM settings -> Automation -> Workflows.


2.) Click on any workflow which is already displayed in workflow listing page, by clicking on 3 dots workflow can be edited or deactivated.



3.) Click on edit and make the changes in pipeline stage.



4.) Click on any lead and change the pipeline stage, save it.



5.) Once details has been changed details will be shown as pipeline.



6.) Pipeline stage change will be shown on lead listing page.

7.) All the workflow will be shown on workflow listing page and trigger count will be increased.


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