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Workflows
The basics to manage your workflows, whatever their type. And one section by workflow type to master your workflows and discover our tips
14 articles
Understand your "Workflows" pageThe "Account" or "Contact" page are your main working page on LoneScale
Status of WorkflowsUnderstand and edit the status of your workflows
Edit your WorkflowsChanged your mind and want to change your workflow criteria? Let me guide you through workflow edition!
Export the results of your workflowsWith this article, you'll understand where to find your results, how to understand them, and how to download them
One-shot VS PeriodicityThis article will help you understand how the periodicity of workflows works
Delete your workflowsYou can delete useless workflows
Champion job changes tracking - use casesWhy track and enrich contacts' job changes with LoneScale?
🔍 Create a "Track Contacts Job Changes" workflowKeep your contact data up to date, be notified of job changes, etc. Learn how to create a "Contacts Job Changes" workflow
Create a list of ContactsYou can create a list of contacts and enrich it thanks a "Contact Tracking" workflow
Monthly contactsHow your monthly contacts work
Which job changes (customers, champions, users, ...) should you track?Here’s how to identify the right contacts you should be tracking