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.