Some required details are missing. Please enter a Workflow Name and add at least 1 Workflow Step (*) to complete the specification.
1. Workflow Details & Global Setup
* Mandatory fieldsWorkflow Details
Global Actions
Actions available at any step (e.g. Internal Note, Reassign)
Pipeline Stages
Define custom stages for opportunity pipelines
Chevron Stages Sequence *
Stages used in HaloPSA status header ribbon
Visual Stage Sequence Preview:
2. Workflow Steps & Specification Matrix
Configure steps, conditions, actions, target step routing, stage and pipeline flags.
Quick Outline:
| Order | Step Name & Flags | Stage & Pipeline | Type & Action / Condition Specifications | Target Progression Step | Manage |
|---|