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LeadManager: Workflow: Example And Blank Template    

 

TOPICS COVERED IN THE ARTICLE

  • Templates and examples for building a custom workflow

 

ENVIRONMENT:

  • Lead Manager – Plus and Advanced Editions only

 

 

DETAILS:

 

Please see the links below for details on using the attached templates and building your own custom workflow. 

 

How To Basics: Understand Status & Actions Workflow  

Velocify Guide - Understanding and Building Workflow 

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