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Grow | Understanding The Opportunities Folder & Its' Expected Flow
Grow | Understanding The Opportunities Folder & Its' Expected Flow

How do some workflows get triggered and how can you understand what triggers what in your Grow CRM? Here's a flowchart that can help!

Updated over 2 years ago

Want to understand how the "Opportunities Folder" is set up to work and how it plays into other workflows?

Your Opportunities Folder is considered the brains of your system and it is how we can determine what is happening in your Core account, and how we route contacts in Grow. The above image may be a little small to see, but you can access the file here and download it

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