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welcome everyone to this weeks wednesday webinar today were going to be talking about using workflows to create task lists within the crm and even more than just creating task lists were going to talk about setting up your records from when theyre created so well cover a little more than just tasks so just a few steps when creating workflows and a couple tips for when you are creating your workflows you always start by selecting the trigger whats going to activate your workflow today we are going to be talking about workflows that we use when records are created so the idea is you know a new lead or a new opportunity or something new is created within your system what are the actions that you would want the system to take with that record to make it a little easier you have lots of actions to choose from with workflows you can send emails you can create other records such as activities like phone calls appointments tasks you can even create other records that exist within your cr
