A workflow can run on an out-of-box entity or a custom entity as sales pipeline customization in sales workflows. Workflows can be initiated manually, or they can be initiated automatically, in a number of different ways.

CRM vendors provide a lot of options for workflow automation. Using drop-down menus, you can create automated responses to virtually any event or activity within the CRM .

Each workflow process is associated with a single entity. When configuring workflows you have four major areas to consider:

1. When to start them?
2. Should they run for how long?
3. What actions should they perform?
4. Under what conditions actions should be performed?

1. Workflow stage: a stage is used to split a workflow into manageable sections.
2. Check Condition: a check condition is made up by an if and a then statements.
3. Conditional Branch: can only be created directly after a Check Condition which includes the activity or action be done on each case.
4. Default Action: used to run a series of steps if the Check Condition and Conditional Branch doesn’t meet the case.
5. Wait: periodic interval timing for the action be done.
6. Update Record: update case conditions field with desired value, or with a dynamic value.
7. Assign Record: assigns selected entity record to a user or a team.
8. Send notifications for new activity progress happens
9. Change Status: ability to change status of fields after certain workflow executions or contact engagement interactions.
10. Stop Workflow: stops the workflow with a status of cancelled or completed.