Workflow Setup Guide

Follow

1. Be sure to select MANUALLY for how does the workflow start until the workflow has been completed tested and approved. 

 

 2.  Customer Type is the section that communicates with the software, so its important that you select the exact type of customer you want this work flow to be used for. You will also need to reinforce that condition in the how does the workflow start section in you are setting it to automatic.

For example, if you want the workflow to be for Leads only - you will need to select Customer Type: Leads and select the automatic condition Record Type: Leads.

 

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