Create workflow step by step

How to view workflows: In the left menu, go to CRM → Workflow.

In the left panel, choose the type of workflow:

Deal stage

Project phase

Task status

Order stage

Lead level

Campaign phase

Invoice state

How to add a workflow:

How to add a step to a workflow:

Each step includes:

Name – stage title (e.g., “Qualified,” “Testing”).

Order – order of steps.

Color – visual color coding.

Probability % – especially for deals (success probability).

Tag – additional label.

Sets result of a deal to – defines the outcome (e.g., WON/LOST).

How workflows look in practice:

After clicking a specific workflow type (e.g., Deal stage), a kanban board appears with all stages.

In each column, you’ll see items currently in that stage.

Items can be moved via drag & drop between stages.

Tips

• Use colors consistently – e.g., green = completed, red = failed.
• Probability % is great for sales pipelines – useful for forecasting.
• Tags allow you to quickly filter items across workflows.
• Regularly check if any items are “stuck” in a stage.

Common mistakes

Too many steps: Keep workflows simple and clear.

Missing logic between steps: Always define clearly what moving from one stage to another means.

Not updating items: If the team doesn’t move items in real time, workflows lose their value.

Summary

Topic	Summary
What Is a Workflow	Workflow = process stages for Deals, Projects, Tasks, Orders, Leads, Campaigns.
Creating a Workflow	Create a new workflow via + Add workflow, add stages via + Add step.
Workflow View	Workflows are displayed as kanban boards in practice.
Benefits of Workflows	Well-structured workflows improve team management, visibility, and planning.

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