Update – You may now create deal cards from any workflow automation.
Application – Flexibility to create pipeline deal cards for all automation.
Process:
- Navigate to Engagement and click on Create under Automation
- Click on Customize under any workflow
- Check the Pipeline Card option and click on Begin
- Click on Add New Stage and choose the Pipeline Card option
- Enter the relevant information for the stage and click on Next
- Review the workflow and click on Start when you’re ready
