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Mastering Workflows: Module 2 — Managing Service Teams in Workflows

Friday, June 5, 2026 - 01:00 PM to 02:00 PM
Central Time - US & Canada
  • Why Use Workflow Service Teams?
  • Set Up Workflow Service Teams
  • Assign a Workflow Service Team to a Contact
  • Using Service Team Roles in Workflows
  • Launch a Workflow with a Service Team Override
  • Sharing Roles Across Multiple Users
  • Example: Building an Annuity Policy Onboarding Workflow with Service Teams
  • Q&A
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