Workflows & Notifications in Autotask | Scribe

    Workflows & Notifications in Autotask

      1
      Click here:
      2
      Click "Admin"
      3
      Click "Automation"
      4
      Click "Workflow Rules"
      5
      Click "Workflow Rules"
      alert ordinal icon
      Alert! - This will likely take about 10-30 seconds to load.
      6
      Click "CRM"
      7
      From here, you can edit existing workflows, or create new ones.
      From here, you can edit existing workflows, or create new ones.