Workflows

How to view workflow and perform tasks?

Once you are logged in, the first thing you'll see is the workflow page. It displays all the workflows allotted to the sales agent. A workflow is essentially a sequence of tasks within a particular function.

 

Chances are they'll most probably start your day with the attendance workflow. When you click on the workflow, you'll be able to see all the tasks in that specific workflow.

The task in grey is blocked, which means it will open only when the previous task is completed. Whereas the task in color is active for you to perform. When you're done submitting the active task, a tick symbol will appear and it will activate the blocked task as well.

HubSpot Video

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