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12: Advanced Workflows #1

Learn how to assign workflows steps to specific users and how to be reminded about specific tasks.

Aimee avatar
Written by Aimee
Updated over a week ago

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

  1. Try it out! Assign a workflow step to a specific user and add a reminder.

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