FAQs in this section
What are Workflow entry criteria?
Table of Contents
Entry criteria are the conditions that must be fulfilled for the workflow actions to execute.
For example, when a deal's status changes to 'Negotiation', you can automatically schedule a meeting with a contact by creating an event in the CRM.
In this situation:
- The status change is the trigger.
- Status = Negotiation is the condition.
- The creation of an event is the action.
To learn more about workflows, click here.