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Points to Remember
Get to the Stages & Workflows page by clicking Settings > Pipeline Settings > Stages & Workflows.
You can assign certain steps in a workflow to a specific user instead of the lead’s assignee.
You can also add a reminder to a specific step so you will receive an email reminder about that task before it falls due.
Setting reminders for tasks/steps in a process works the same way as setting a reminder in a sales workflow.
Action Items
Try it out! Assign a workflow step to a specific user and add a reminder.
Learn More
Past Videos
Advanced Workflows #1 (this video)