How to Edit a Workflow in Your CRM
Support Team
20 steps
2 minutes
You can view a video demonstration in Skool [here](https://www.skool.com/lifebase-coaching-mastermind-2057/classroom/dc29b990?md=064f89e1b7774ad6a7bf50ea29a1408e) or continue scrolling to see a step-by-step visual.
1
Login to your CRM.
2
Click the "Automation" tab.
3
Locate and click on the workflow you wish to edit.
4
This is your workflow editor.
5
Triggers are what start a workflow. You can add new triggers by click on the "Add New Trigger" box at the top of a workflow.
6
This will bring up a list of Triggers you can choose from.
7
To edit a step in your workflow, click on the step you wish to edit.
8
This will open the editor view for that specific step in the workflow.
9
Scroll up and down in the editor view to see all areas of that step that can be changed.
10
If you make a change, click the blue "Save Action" button at the bottom of the editor view.
11
To add a new step in your workflow, click the plus icon where you'd like to add the step.
12
This will open a list of Steps that you can add into your workflow. Use the Search Bar to search for a specific step or simply scroll down.
13
Then, click on the step you wish to add. In this example, we are adding a "Wait" step.
14
When you add a Step, a new window will appear that allows you to make edits to the Step you've just added. In this example, we can change the duration of the "Wait" step.
15
Remember to always click the blue "Save Action" button in the bottom right corner to save progress.
16
To remove a step in your workflow, click the three dots on the step you wish to remove.
17
This will open up an options menu. Select the "Delete" option.
18
And choose "Delete Action".
19
Confirm you wish to "Delete" this step from your workflow.
20
Before leaving the Workflow editor, you must click the blue "Save" button in the top right corner to finalize your changes and make the edits live.
How to Edit a Workflow in Your CRM
Support Team
20 steps
2 minutes
You can view a video demonstration in Skool [here](https://www.skool.com/lifebase-coaching-mastermind-2057/classroom/dc29b990?md=064f89e1b7774ad6a7bf50ea29a1408e) or continue scrolling to see a step-by-step visual.
1
Login to your CRM.
2
Click the "Automation" tab.
3
Locate and click on the workflow you wish to edit.
4
This is your workflow editor.
5
Triggers are what start a workflow. You can add new triggers by click on the "Add New Trigger" box at the top of a workflow.
6
This will bring up a list of Triggers you can choose from.
7
To edit a step in your workflow, click on the step you wish to edit.
8
This will open the editor view for that specific step in the workflow.
9
Scroll up and down in the editor view to see all areas of that step that can be changed.
10
If you make a change, click the blue "Save Action" button at the bottom of the editor view.
11
To add a new step in your workflow, click the plus icon where you'd like to add the step.
12
This will open a list of Steps that you can add into your workflow. Use the Search Bar to search for a specific step or simply scroll down.
13
Then, click on the step you wish to add. In this example, we are adding a "Wait" step.
14
When you add a Step, a new window will appear that allows you to make edits to the Step you've just added. In this example, we can change the duration of the "Wait" step.
15
Remember to always click the blue "Save Action" button in the bottom right corner to save progress.
16
To remove a step in your workflow, click the three dots on the step you wish to remove.
17
This will open up an options menu. Select the "Delete" option.
18
And choose "Delete Action".
19
Confirm you wish to "Delete" this step from your workflow.
20
Before leaving the Workflow editor, you must click the blue "Save" button in the top right corner to finalize your changes and make the edits live.
