In this video, I explain how to use the workflow to update the status in your CRM pipelines. I show how to set triggers, choose document status, and manage Do Not Disturb settings. The goal is to automate moving leads and clients through the pipeline, streamlining the process for you. Timestamps00:00 - Overview of the Workflow00:45 - Using DND02:03 - Creating Multiple Contracts04:01 - Duplicating Branches05:18 - CRM Overview <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 68.21282401091405%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/8427f66db8094e3eaaf3572e990a4c1e?sid=893969dc-fbd2-4d74-8020-ec6c290c3b10?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 68.21282401091405%; height: 0;"><iframe src="https://www.loom.com/embed/8427f66db8094e3eaaf3572e990a4c1e?sid=893969dc-fbd2-4d74-8020-ec6c290c3b10?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

In this video, I explain how to use the workflow to update the status in your CRM pipelines.

I show how to set triggers, choose document status, and manage Do Not Disturb settings.

The goal is to automate moving leads and clients through the pipeline, streamlining the process for you.

****Timestamps****

00:00 - Overview of the Workflow

00:45 - Using DND

02:03 - Creating Multiple Contracts

04:01 - Duplicating Branches

05:18 - CRM Overview

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In this video, I explain how to use the workflow to update the status in your CRM pipelines. I show how to set triggers, choose document status, and manage Do Not Disturb settings. The goal is to automate moving leads and clients through the pipeline, streamlining the process for you.

Workflow Tutorial: All Contracts: Signed + Pipeline

In this video, I explain how to use the workflow to update the status in your CRM pipelines. I show how to set triggers, choose document status, and manage Do Not Disturb settings. The goal is to automate moving leads and clients through the pipeline, streamlining the process for you. Timestamps00:00 - Overview of the Workflow00:45 - Using DND02:03 - Creating Multiple Contracts04:01 - Duplicating Branches05:18 - CRM Overview <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 68.21282401091405%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/8427f66db8094e3eaaf3572e990a4c1e?sid=9e9ccebf-c313-4515-897f-5cccfc900aa0&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 68.21282401091405%; height: 0;"><iframe src="https://www.loom.com/embed/8427f66db8094e3eaaf3572e990a4c1e?sid=9e9ccebf-c313-4515-897f-5cccfc900aa0" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

In this video, I explain how to use the workflow to update the status in your CRM pipelines. I show how to set triggers, choose document status, and manage Do Not Disturb settings. The goal is to automate moving leads and clients through the pipeline, streamlining the process for you. Timestamps00:00 - Overview of the Workflow00:45 - Using DND02:03 - Creating Multiple Contracts04:01 - Duplicating Branches05:18 - CRM Overview <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 68.21282401091405%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/8427f66db8094e3eaaf3572e990a4c1e?sid=893969dc-fbd2-4d74-8020-ec6c290c3b10?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 68.21282401091405%; height: 0;"><iframe src="https://www.loom.com/embed/8427f66db8094e3eaaf3572e990a4c1e?sid=893969dc-fbd2-4d74-8020-ec6c290c3b10?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

In this video, I explain how to use the workflow to update the status in your CRM pipelines. I show how to set triggers, choose document status, and manage Do Not Disturb settings. The goal is to automate moving leads and clients through the pipeline, streamlining the process for you. Timestamps00:00 - Overview of the Workflow00:45 - Using DND02:03 - Creating Multiple Contracts04:01 - Duplicating Branches05:18 - CRM Overview <div data-lexical-embed-block="<div style=&quot;position: relative; padding-bottom: 68.21282401091405%; height: 0;&quot;><iframe src=&quot;https://www.loom.com/embed/8427f66db8094e3eaaf3572e990a4c1e?sid=893969dc-fbd2-4d74-8020-ec6c290c3b10?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true&quot; frameborder=&quot;0&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen style=&quot;position: absolute; top: 0; left: 0; width: 100%; height: 100%;&quot;></iframe></div>"><div style="position: relative; padding-bottom: 68.21282401091405%; height: 0;"><iframe src="https://www.loom.com/embed/8427f66db8094e3eaaf3572e990a4c1e?sid=893969dc-fbd2-4d74-8020-ec6c290c3b10?hide_owner=true&amp;hide_share=true&amp;hide_title=true&amp;hideEmbedTopBar=true" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen="" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe></div></div>

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