Sage CRM Video channel

Create a Simple Workflow: Primary and Transition Rules

This short video tutorial (00:27:52 minutes long) is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the Workflow Implementation badge. This lesson in particular will cover the knowledge needed to understand how to define a workflow for an entity that will create a record and progress that record to the next workflow state. This lesson looks at Primary and Transitional rules.

  • Published by: Jeff Richards
  • Created: 05/12/2014

  • Category: Training

View Permanent Video Link »

Related videos