Want to learn Engage but low on time? Enter Click-by-click videos! These 1-2 minute videos show you step-by-step how to execute commonly used Engage workflows.
The Common Engage Workflows PDF has links to all 9 videos, or, visit the videos directly with the below links:
- How to add to flow from people view
- How to add to flow from accounts view
- How to add to flow from Salesforce
- How to create saved filters from people view
- How to create saved filters from accounts view
- How to execute email tasks from to-dos page
- How to execute call tasks from to-dos page
- How to use templates and blocks from Gmail
- How to view digital interactions
Interested in other topics for a Click-by-click video? Drop it in the comments! 