Using Workflows For Automation

In order to take advantage of NeuLevel Automation, navigate to the AUTOMATION > WORKFLOWS tab within the NeuLevel CRM.

1. Click on Create New Workflow in the upper right hand corner.
   
   
2. Choose a template or start from scratch
   
   
3. Give your automation a name at the very top of the page.
   
   
4. Add a trigger action – this is the action you want to track in order to start the automation.
   
   
5. Add sequential actions, notifications, and delays between automations.
   
   
6. Test your workflow before publishing.
7. When you are ready to publish, toggle from Draft to Publish and click SAVE.