How to Edit/Customize a Workflow Template
Mariz Torres
19 steps
60 seconds
17Hats
1
Navigate to [https://admin.17hats.com/app/dashboard](https://admin.17hats.com/app/dashboard)
2
Click "WORKFLOW"
3
Click "TEMPLATES"
4
Click "1 - Inquiry"
5
Click here.
6
Click here and drag depending on the order that you want.
7
Click here.
8
Click "Edit"
9
Double-click "Nepa Balloons Decor Quote"
10
You can choose your own Template.
11
Click here and you can choose other email template.
12
Click here and choose other prompt.
13
Click "after all previous items are complete"
14
You can choose here.
15
Click "When the first invoice payment is made"
16
There are other options that you can select.
17
Click the "(optional)" field.
18
"You can leave a note or message here"
19
Click "Save"
How to Edit/Customize a Workflow Template
Mariz Torres
19 steps
60 seconds
17Hats
1
Navigate to [https://admin.17hats.com/app/dashboard](https://admin.17hats.com/app/dashboard)
2
Click "WORKFLOW"
3
Click "TEMPLATES"
4
Click "1 - Inquiry"
5
Click here.
6
Click here and drag depending on the order that you want.
7
Click here.
8
Click "Edit"
9
Double-click "Nepa Balloons Decor Quote"
10
You can choose your own Template.
11
Click here and you can choose other email template.
12
Click here and choose other prompt.
13
Click "after all previous items are complete"
14
You can choose here.
15
Click "When the first invoice payment is made"
16
There are other options that you can select.
17
Click the "(optional)" field.
18
"You can leave a note or message here"
19
Click "Save"
