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 can 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, to switch to the Account list view.
  • View a group.

Using the CRM Workflow detail view:

  1. Select CRM Workflows, from the Navigation bar.
  2. Click the CRM Workflow name link. The CRM Workflow detail view is displayed.
  3. View CRM Workflow instance fields.
  4. Use the Steps tab to view the steps of the workflow and the status of each workflow step. See Steps tab.