This guide provides essential instructions for efficiently managing your workflows in SalesAi by allowing users to easily pause and resume active workflows. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
To Pause a Workflow:
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Navigate to SalesAi: Access the platform.
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Click "Workflows": From the left sidebar.
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Filter Active Workflows: In the upper right corner, filter workflows to show only "Active" ones.
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Select Workflow: Find the active workflow you want to pause.
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Pause Workflow: Click the three dots next to the desired workflow and select "Pause Workflow."
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Confirmation: A pop-up window will appear asking for confirmation. Click "Yes, Continue" to pause.
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Status: The workflow will now show as "Paused."
To Resume a Workflow:
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Locate Paused Workflow: Find the workflow that is paused.
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Click "Resume Workflow": Click the three dots next to the paused workflow and select "Resume Workflow."
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Confirmation: A pop-up will confirm that you wish to resume. Click "Yes, Continue."
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Status: The workflow will return to an "Active" status.
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