Creating a workflow

1. Click <My Profile> | Administration | Advanced Customization | Workflow.
2. Click New Workflow.
3. Enter a description.
4. Leave Enabled unchecked. You can't edit a workflow that's enabled.
   
5. Click Save. The workflow design page displays one default entry state from which you can build your workflow tree.
6. Click New State to add a state to the workflow. For more information, see Creating a workflow state.
7. Click New Rule to add a rule to the workflow. For more information, see Creating a workflow rule.
8. You can add states and rules to the workflow now or later. For more information, see Adding states and rules to a workflow.
9. Click Preview List to see a script preview of the workflow. You can use this script to create a component. Preview List is displayed only if you have the Extensibility Module. For more information, see the Developer Help on the Sage CRM Help Center.
10. Click Cancel to return to the workflow design screen. The new workflow is displayed in the list of workflows.