Skip to main content
All CollectionsCRM BasicsFinding your way around the CRM
How to access Workflows and Touchpoints
How to access Workflows and Touchpoints

Where to find your Workflows and Touchpoints

Laura Montgomery-Hurrell avatar
Written by Laura Montgomery-Hurrell
Updated over 2 years ago

Accessing your Workflows and Touchpoints set up page is easy and the same across all apps. 


Step 1

Click on the Settings Cog on the right hand side. 

Step 2

You will then see a new selection of tabs. Click on the Workflows tab and you will now see all of your Workflows and Touchpoints listed.

You can edit your workflows by clicking the Edit Pencil, and you can access your Touchpoints by clicking on the blue number under the Touchpoints header, as highlighted below.

For more information about setting up Workflows, please see this article.

For more information about setting up Touchpoints, please see this article.

Did this answer your question?