At the top of the screen, tap + New and Process in the menu.
I’d like you to learn how to create a process to track people through it and automate parts of it.
Processes let you track people through each step and add automated actions to each step. You can change a process as you need, but you may find it easier to start with a piece of paper and map out each step and how it will be used.
Each process step can have a responsible person; this person is assigned a task when a new person is added to a step.
If you decide to make a step due immediately, any assigned person will receive a notification as soon as the person is added to that step. Otherwise, assigned people will receive a summary email with a list of all assigned people at 8 am each day. The summary email is only sent if a person has assigned people whose follow-up is due.
Once a person’s due date is reached, you can leave them in that step or automatically move them to another step. For example, you could set up an email drip campaign as a process and have the process move people through each step every two days. As it does, each step can send an email message.
Tip: You can’t remove a step if there is a person currently in it. Remove the people from the step first, then you can remove the step.
Tip: When editing a process, a drag handle will appear on the left as you hover over each step. You can then click and drag the handle up or down to reorder the step. A blue line will indicate where the step will move.
Tip: When editing a process, a green add button will appear on the left as you hover over each step. Tap the green Add button to insert a new step at that position.
Actions
Each process step can have one or more associated actions. The actions are performed every time someone is added to that process step. For more information on process actions, see Processes—Adding Actions to Steps.