Editing Workflows

To edit workflows:

1. Access workflows

• Click on "Automation" 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}}