Startup workflow

This article describes how to change and edit the startup workflow. In our example we will add an open view activity to the startup workflow and use the view Company: List from our CRM app

Instructions

1. Click Search Workflow on the left to go to search workflow and search for name Startup (press Enter to search)
   

   

2. Open the Startup workflow and add the open view activity to the start activity by drag-and-drop
   
   

   

3. Double-click the open view activity change name to open company list and select the view Company: List and OK. Then Save the workflow.
   
   

   

   

 Screen recording

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