In this training video, you’ll learn how Automated Workflows help eliminate repetitive manual work in ProjectMark. We’ll walk through how to create workflows using triggers, filters, and actions—so your CRM automatically responds to changes like opportunity creation, stage updates, or field selections. By the end, you’ll know how to activate workflows that keep your data consistent and your team moving faster.
FAQ
Q: What is an Automated Workflow?
A: An Automated Workflow is a rule-based automation that runs in the background when a specific event occurs, such as an opportunity being created or a stage changing.
Q: Do workflows run automatically once created?
A: No. After saving a workflow, you must toggle it on from the workflows list page for it to become active.
Q: Can one workflow handle multiple conditions?
A: Yes. You can use If / Else logic to create multiple conditional paths within a single workflow.
Q: What types of actions can a workflow perform?
A: Actions can include making fields required, hiding or showing fields, and triggering follow-up steps based on defined conditions.
Q: Can I turn a workflow off later?
A: Yes. Workflows can be toggled off at any time without deleting them.
Q: Will workflows affect existing records?
A: Workflows run when their trigger event occurs. They generally do not apply retroactively unless the trigger is activated again.
