How Do I Trigger a Work Flow? [Individual Contact]

You can easily trigger a Work Flow from directly inside of a contact record.  Once you are inside of the contact that you would like trigger your Work Flow, just follow the steps below.

 

Step 1:  Click on the ACTIONS button located in the right column of the Contact record.

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Step 2:  Select TRIGGER WORKFLOW from the drop down menu

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Step 3:  Select the WORKFLOW that you wish to trigger

trigger_3.png

 

Step 4:  Hit the TRIGGER WORKFLOW button

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How Do I Trigger a Work Flow? [Numerous Contacts]
How Do I Trigger a Work Flow? [Tagged Group of Contacts]

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