Can I view, edit, and delete another user's workflow?

Can I view, edit, and delete another user's workflow?

You can view and edit another user's workflow provided you have the required permissions to do so. You can only delete another user's workflow if you are the organization administrator. Organization users cannot delete other users' workflows.

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                                                                                                              • Related Articles

                                                                                                              • Managing workflows

                                                                                                                How do I edit a workflow? From the Navigation toolbar, select Leads and choose Workflows Mouse over the workflow you wish to edit. Click the Edit icon in the far-right corner. You can also edit a workflow by navigating to its Details page and ...
                                                                                                              • Instant workflow

                                                                                                                This workflow, once activated, will trigger each time the conditions are satisfied. User scenario Jane has an online store for antiques. Leads join her mailing list through the signup form embedded in her website. To promote her collection of antique ...
                                                                                                              • Time-based workflow

                                                                                                                This workflow triggers at the time you specify, either once or recurrently. User scenario One-time workflow Jane sends promotional email campaigns to all leads in her mailing list. She wants to give special offers to her active leads. To decide who ...
                                                                                                              • Can I edit a workflow after activation?

                                                                                                                No. Once a workflow has been activated, it cannot be edited.
                                                                                                              • Activity-based workflow

                                                                                                                This workflow's trigger is based solely on lead activity. These are pre-definable workflows that can be invoked for any entity, including signup forms, campaigns, and more.  User scenario 1 Jane has embedded signup forms in her website, blog, and ...
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