Workflows are an essential part of automating processes within your CRM, saving time and improving efficiency. In this guide, we'll walk you through how to create and personalise workflows by adding conditions, duplicating branches, and customising your setup to better suit your business needs.

Go to the "Workflows" tab, select "Create New Workflow", and click on "Start from Scratch".

Adding Actions

Click on the "+" symbol to search and add the If/Else action to your workflow.

Then create branches based on your specific criteria.

Duplicating Branches

After setting your conditions, click on the three dots menu to find the "Duplicate Branch" option. The duplicated branch will appear next to the original, ready for modification and customisation.

Reordering and Personalising

Organise your workflow visually by dragging and dropping branches into the desired order.

Rename the "None" branch to something more descriptive of its function, adding clarity and personalisation to your workflow.

Finalising Your Workflow

After duplicating and reordering branches and renaming for clarity, make sure to save your changes. Your workflow is now more tailored to your business needs and ready for implementation.

Use Case

For example, in a workflow where tasks are categorised based on specific criteria, duplicating branches for each category and reordering them by priority ensures the most important tasks are handled first. Renaming branches for clarity helps team members quickly understand the purpose of each one, making the whole process more efficient and organised.

By following these steps, you can create a highly customised workflow tailored to your needs. Whether you're duplicating branches, reordering them, or renaming them for clarity, these adjustments will help streamline your processes and improve team productivity.

Troubleshooting Tips and FAQs

Q: What if I can't see the option to duplicate a branch?

  • A: Refresh your browser or contact support for assistance.

Q: How many branches can I duplicate?

  • A: There's no set limit, but it's best to keep your workflows manageable and not overly complex for optimal performance.