Workflow Designer Tab

You can create, edit and manage CRM workflow steps, including new step types in the Workflow Designer Tab in CRM Workflow detail view.

Click Integration > Integrations. The Integrations list page is displayed.
Click CRM Workflow. The Integration detail page is displayed.
Click Workflows tab.
Click the Workflow Name. The CRM Workflow Definition detail page is displayed. See Using the Workflow Definition detail view.
Click the Workflow Designer tab.
Perform these steps:
- Add a CRM Workflow Step
- Define a CRM Workflow Step
- Delete a CRM Workflow Step
- Zoom in
  - Click Zoom In button to zoom in to see a step in greater detail.
- Zoom out
  - Click Zoom Out button to zoom in to see a step in greater detail.
- Reset zoom
  - Click Zoom Reset button to reset the zoom to the default.
Note: You can use your mouse wheel to zoom in or zoom out.