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.