Active ION Workflows tab
Use this tab to view the active Workflows for the selected entity. This tab can be viewed on the detail view of these entities:
- Leads
- Opportunities
- Quotes
- Sales Orders
To view this tab you can:
- Select the required entity to view the active Workflow on the Navigation Bar. The Entity list view is displayed.
- Click the entity name. The Active ION Workflows tab is displayed on the Entity detail view.