A workflow can be started on Contacts, Listing or Leads. To get started, you should first open up the contact, listing or lead that you want to start the workflow on.
- Click the Workflows tab down the left side of the Contact, Listing or Lead that you are viewing. This will display a list of any active workflows
- Click the Start Workflow button
- Select the Workflow you wish to start (We recommend clicking the view icon and reviewing the workflow before starting it)
- Select Start now to start the workflow instantly. Select Start on to start the workflow on a set date/time.
- Click Start