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Add a Person to a Workflow

To add a person to a flow:

 

STEP 1

From the person or contact page, click the "Overview" tab.

 

STEP 2

Click "Start a workflow".

 

STEP 3

From the dropdown, choose the workflow you want to put the person to.

 

STEP 4

Click "Save".

 

PRO TIP

You can choose what step you'd like to put the person to by hovering on the down arrow and then click the step.