Workflow Organization and MethodologySOLVE
Sep 26, 2017 7:41 AM
Hi all ^_^
Do you know any methodology to organize workflows?
I have several workflows of different natures and I don't think there is a way to organize them in a clear and structured way on HubSpot platform. For example, there are no folders like on "File Manager" to split the workflows by category...
Thanks in advance for your input.
Solved! Go to Solution.
Sep 26, 2017 7:49 AM
The only thing I can recommend is creating a naming convention for yourself.
This can be anything you like but we tend to name all nurturing workflows as 'campaign name - LN' and all data management workflows have '(SYSTEM)' at the begining.
Hope this helps.