GHL PANDA KNOWLEDGE BASE
Automation & workflows
Plan what happens after an inquiry, booking, or customer reply. These guides introduce workflows and help you connect actions to a clear business process.
Before you start
- Map the trigger and the intended outcome before building.
- Define who owns the contact and when follow-up should stop.
- Test a sample contact through every branch before activating the workflow.
2 GUIDES
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From guide to working setup
Use the guides to plan a focused change, then check it with a sample inquiry before using it with customers. Existing integrations and active workflows should be reviewed together so one change does not create conflicting actions.
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