Workflow Designer tab

You can use Workflow Designer tab to create, edit and manage CRM workflow steps, including new step types.

To access the Workflow Designer tab, you can select Integration > Integrations > CRM Workflow > Workflows > Workflow Name. See Using the Workflow Definition detail view

On this page you can:

• Add a CRM Workflow Step. See Inserting a new CRM Workflow Step
• Define a CRM Workflow Step. See Editing a Workflow step
• Delete a CRM Workflow Step. See Deleting a CRM Workflow Step
• Click Zoom In or Zoom Out to view a step in detail.
• Click Zoom Reset to reset the zoom to default.
  Note: You can also use your mouse wheel to zoom in or zoom out.