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How to Add people to a workflow manually | SURPLUS SYSTEMS

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How to Add people to a workflow manually

This guide will show you how to manually add people to a workflow

1. Click "Contacts"

Click 'Contacts'

2. Select "Contact Person"

Select 'Contact Person'

3. Click "Contacts" Tab

Click 'Contacts' Tab

4. Click "Campaigns/Workflows

Click 'Campaigns/Workflows

5. Click here to Add workflow manually

Click here to Add workflow manually

6. Select "Campaign/Workflow"

Select 'Campaign/Workflow'

7. Select "Event Start Date"

Select 'Event Start Date'

8. Click "Add"

Click 'Add'

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