This month, Sean will be covering the basics of workflows. There are several time-slots to pick from in the form so you can pick a time that is most convenient for you. In this chat he’ll discuss:
- The steps to get started and using the drag and drop editor
- Decision steps vs action steps
- Query context and the query builder
- When to use Lead Processing vs Campaign Workflows
- Tips and Best Practices
Lots of questions are encouraged! We want to offer the most value to you with this series so feedback about the presentation and content is always welcome and appreciated.