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Workflow & Automation-Enterprise

Workflow, Pipelines, Leads, Service, Automation

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

Workflows (Pipelines)

Workflows within Enterprise are the Pipelines: Sales, Service, Onboarding.

Lifecycle Automation

Once workflows are determined, the corresponding automation can be built. This can be a combination of emails, reminders, tasks, and texts.

Templates can be created from the Lifecycle Automation view as well as the Content Library.

Content Library

Add and manage additional templates for email, text, documents, and videos/images.

NEXT STEPS: Publish Content

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