If you use workflows in your CRM to manage follow-ups, reminders, and internal processes, having everyone start in the right builder can save time and reduce confusion. This setting gives you one place to choose how new workflows open, so your business can stay more consistent as your team grows.

📌 Why This Matters

When workflow settings are handled one account at a time, it is easy for things to become inconsistent. That can lead to mistakes, extra setup work, and slower onboarding for team members. With a central workflow settings page, you can choose your preferred builder once and apply it across the accounts you manage, while keeping existing workflows unchanged.

✨ What’s New

• Dedicated Workflow Settings Page: Your CRM now has a single home for workflow-level settings, making it easier to manage how new workflows are created.
• Default Builder Selection: Choose whether new workflows open in the Standard or Advanced builder, based on what fits your business best.
• Apply Across Managed Accounts: If you manage multiple accounts, you can apply the same builder setting to all owned accounts instead of updating each one manually.
• Future Accounts Inherit the Setting: Any new account you create later will automatically use the default you selected at setup.
• Existing Workflows Stay the Same: Workflows you already built will continue using the builder they were created in, so there is no disruption to current operations.

🛠️ How to Use It

1. Step 1: Open your CRM settings and go to Workflow Settings.
2. Step 2: In the default builder section, choose Standard or Advanced.
3. Step 3: If you manage multiple owned accounts, turn on the option to apply the setting across all of them.
4. Step 4: Save your changes so new workflows open in the builder you selected.
5. Step 5: Create future workflows as usual, knowing your setup is now more consistent across your business.

💡 Pro Tip

Pick one workflow builder for your team and stick with it, so employees can build faster, make fewer errors, and spend more time serving customers and closing sales.