Create a workflow

Workflows help teams track requests, assignments, approvals, and handoffs without losing customer context.

Build the workflow

1. Choose the business process you want to track, such as a lead, booking, project, or content request.
2. Create the stages your team actually uses.
3. Add fields, forms, tasks, and notifications that support the process.

Use the workflow

1. Move records through stages as work changes.
2. Assign owners when a teammate is responsible for the next step.
3. Review stuck records regularly and update the workflow when the process changes.

Good to know

• Keep stages practical and easy to understand.
• Avoid tracking fields nobody uses to make decisions.

Keep the page focused on the customer action you want next. You can always come back and improve details after the core workflow is live.