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How to Create an Approval Workflow in Wynt

Approval workflows in Wynt CRM help you streamline processes, assign responsibilities, and ensure that important tasks

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Written by Wynt AI
Updated over a week ago

Follow these steps to create your first workflow:

Step 1: Visit Wynt and log in to your account.

Step 2: Navigate to Approval Workflows

Step 3: Create a New Workflow

Step 4: Enter Workflow Details

Step 5 :

  • Fill in the required fields:

    • Name → Choose a clear, descriptive name for your workflow.

    • Type → Select the type that best fits your process.

Step 6: Add an Approval Group

  • Click Add Group to assign a group to this workflow.

  • Select Approval Groups from the available options.

Step 7: Save Your Workflow

  • Once you’ve added all required groups, click Add Group & Save.

  • Your approval workflow is now ready to use.

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