Course curriculum

    1. Workflows Overview

    2. Creating a Workflow

    3. Knowledge Check - Creating a Workflow

    1. Adding and Customizing Forms

    2. Adding a Form

    3. Adding a Service

    4. Working with Form Fields

    5. Customizing Form Designs

    6. Knowledge Check - Adding Forms, Fields & Services

    1. Testing a Workflow

    2. Exporting a Workflow

    3. Publishing & Launching a Workflow

    4. Workflow Embed Options

    5. Knowledge Check - Test, Export & Launch

    1. Introduction to Client Manager

    2. Tracking Client Interactions

    1. Give Feedback on this Course

About this course

  • 17 lessons

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