Mashore Method Support Hub

Mashore Method Support Hub

workflow settings

Now that we have a workflow started, let's take a look at the settings. In the default settings, We can manage communication, contacts, conversations, and workflow sequence. To get to the settings of a workflow, go to the automation section on the left hand navigation. Click on the desired workflow to work in. Once in the workflow, click on the ‘settings’ option in the top menu options. Here is a video giving you a breakdown of the workflow settings.

If you are still having issues after watching these videos, please make sure to visit Office Hours or Mashore Method Office Hours to get more help!

More guides and Training can also be found on the TMM Training

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