Creating workflow

Overloop Creating workflow user flow

Creating workflow user flow

Creating workflow

This workflow guides users through the process of creating, customizing, saving, and launching a workflow that assigns tasks to prospects when certain triggers are met, with options to upgrad

Initiating Workflow Creation

Selecting Template

Customizing Enrollment

Confirming Workflow Creation

Saving Workflow

Adding Delay

Offering Upgrade

Setting Email Notification

Customizing Email Content

Activating Workflow

Overloop initiating workflow creation screen example

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