Workflows are complicated. Workflow management software makes managing workflows simple and gives you the ability to automate your workflows. My favorite workflow tool is Gravity Flow because you don’t need to be a developer or rely on IT to build and manage workflows. It’s also an inexpensive solution because you can run it on your WordPress site.
For a full tutorial on how to use this workflow, read my post on how to create an automated workflow to manage potential clients.
You must be using Gravity Forms and Gravity Flow on your WordPress site in order to use this import.
How do I install a Gravity Flow workflow?
To use a Gravity Flow workflow, you'll need to have both Gravity Forms and Gravity Flow paid plugins installed on your site.
To import a workflow, go to Forms > Import/Export > Import Forms
Select the .json file and push the Import button.
You'll need to manually assign tasks to each person and fill out your name and business name in the outgoing emails.