Creating a draw workflow

You can create a draw workflow and assign to a deal.

Note: Ensure that full access is provided to the Draw Workflow Management permission.

To create a draw workflow, perform the following steps:

1.

At the top-right of the page, click Settings .

2.

On the left navigation menu, under the Customization drop-down, click Workflows.

3.

On the Workflows page, at the top-right, click + New Workflow.

Note: On the Workflows page, the Draw tab is selected by default.

4.

On the New Workflow dialog box, in the Workflow Name field, enter the workflow name.

5.

Click + New Workflow.