How to Draft a Workflow Draft unused call status workflows (if meetings do not use phone calls)

If you’re going to hold virtual meetings and have followed the instructions to remove call actions from the workflows in the previous step, you can now draft the call status workflows connected to this setup task: B-007-WF-3.2. Call status within B-007-3.1, B-007-WF-4.2. Call status within B-007-4.1, B-007-WF-5.2. Call status within B-007-5.1

How to Draft a Workflow #

1. Navigate to the Workflows section within the CRM. 
2. Access the workflow builder by locating and selecting the workflow to be drafted.
3. Toggle the switch on the top right from “Publish” to “Draft”.
4.  Save the workflow for the change to take effect.