Let's get you started with the first steps of setting up your processes! This demo 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: