Conditions and delays
Video coming soon
Conditions and delays
Branch on what a record looks like, and make workflows wait instead of firing all at once.
What you will learn
Conditions and branches
Checking attribute values to send each record down the right path — inquiries over a certain size go to a manager, the rest continue on.
Delays
Waiting a set time before the next step, so 'follow up in three days if no reply' is a step, not a calendar reminder.
Exiting early
Stopping a workflow when the situation changes — the guest replied, the deal closed — so no one gets a follow-up that no longer makes sense.