Edit a Live Workflow

Workflow conditions and actions can be edited just keep in mind when editing conditions, users previously eligible for a workflow may no longer be eligible as it would only pull leads who since met the condition of the workflow.

To edit a live workflow:

  1. Click on the settings wheel on the right of the workflow

2) Select “Edit” from the dropdown menu

3) Edit your pre-existing actions or add some new ones

4) Press “Save and Exit”