Using the CRM Workflow Detail View

Use the CRM Workflow Detail view to view the details of the selected CRM Workflow instance. The detail view consists of information fields, and a complete listing of the corresponding workflow steps.

Note: The workspace may be different depending on your access rights or if the installation has been customized.
On this page you can:
  • Use the lookup to search for records.
  • Click list_view(List View), to switch to the Account List view.
  • View a group

Using the CRM Workflow List view

  1. Select CRM Workflow, from the navigation bar.
  2. Click the CRM Workflow name link.CRM Workflow Detail view is displayed.
  3. Click on lookup.
  4. Locate a specific CRM Workflow.