Making Updates to Dubsado Workflows

part 1

https://youtu.be/82RLCWiife0

part 2

https://youtu.be/wbtdURNwT2g

Dubsado Workflows are the ultimate feature of this platform. Your Workflow can bring together all of the proposals, forms, packages, payment plans, schedulers, and canned emails that you've created and start sending these out to clients automatically.

Implementing this step is a major time saver and also allows you to have a birds-eye view of where each of your clients is at in their process.

Not only can Workflows be used to email clients automatically, but they can also auto-organize some of your systems behind the scenes. Try creating a To-Do item for yourself or a team member, or have your workflow move your user from a Lead to a Project, to Archived all on its own!

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