Editing Workflows

To edit workflows:

1. Access workflows

  • Click on "Automations" on the side menu panel
  • Click folder "Suite"

2. Search for the work flow you would like to edit

  • Example: "Workflow 1a - New Lead Nurture Flow"

3. Edit The Workflow

  • Once inside the Workflow, scroll down to the SMS or Email you would like to review/edit
  • Click on it --> edit the text on the right editing window

4. Important DO NOT EDIT THESE

  • Any changes you make can affect the results.
  • Avoid making changes to the triggers
  • Avoid making changes to the custom values
    • Example {{contact.firstname}}

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