Let's get you started with the first steps of setting up your processes! This video shows you how to:

  • Start with our process templates and get them cloned into your account
  • Trigger a process (such an the new owner onboarding process) at the end of the sales cycle
  • Walk through and complete a process
  • Identify off-track processes
  • Customize the process templates and use the new workflow features (such as conditional logic, required steps, and wait steps.)

Get a deeper dive into processes with this demo webinar:

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