Workflows

  • Renaming a Workflow

    Click on the blue button next to the name of the Workflow and choose ‘Rename Workflow.’ A popup will let...
  • How do I setup Deals?

    Simply click on the ‘New Deal’ button shown in a Workflow Stage From there, you’ll see a series of screens...
  • What is a Workflow?

    Inspired by the Japanese scheduling system called Kanban, we have created Workflows as structures housing flexible Stages which house Deals....