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How to Create and Use Workflows
This is an overview of the workflow builder. The workflow builder is a visual builder feature that allows you to combine trigger and campaign type features with some added functionality. Step 1: Access the Workflow Dashboard Navigate to workflows, ...
Overview
This video is an overview of the dashboard screen.
Overview
This video discusses an overview of the opportunities including filtering by date, sorting, adding and exporting opportunities, the drag and drop feature and the status of opportunities .
Contacts Overview
Here's an overview of the Contacts section of LANA. We'll show you how to add, export, search, and filter through your contact records to stay organized. Step 1: Access your Contacts section. Navigate to Contacts. The main page displays a list of all ...
Opportunities Overview
This is an overview of your opportunities tab. To start, you can see the default view all your opportunities or leads, whichever you prefer to call them. Step 1: Filtering the Opportunities There are options to to filter the Opportunities section to ...