Day 8: DSW Configuration (Part II)

Please go through the two videos below to learn how to configure Workflows and Email templates.

Part 1: Workflows

Part 2: Workflows (continued)

Part 3: Email templates

The agenda with the topics covered in this training sessions is given below:

Time	Topic
09:30 – 10:15	•Workflow Introduction & Structure breakdown (excel)
10:15 – 10:45	•Create workflow structure
10:45 – 11:15	•Practice in Excel
11:15 – 12:15	•Workflow designer
12:15 – 13:15	•Lunch Break
13:15 – 13:45	•Create a Workflow in the WF designer
13:45 – 14:30	•Practice Designer
14:30 – 15:15	•Link this workflow with the sales process
15:15 – 15:30	•Coffee break
15:30 – 16: 30	•Email and Messaging Templates (standard templates, own templates)
16: 30 – 17:00	•Q & A

Please find below the link to the training material presented during this training session:

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