Introducing the New “Rename Workflow” Feature for SMBcrm

We’re always looking for ways to make your experience smoother and more efficient with SMBcrm. We’ve just introduced a feature update that does exactly that! You can now rename your workflows directly from the landing page. This substantial time-saver means you no longer need to open each workflow individually to change its name.

This is how you do it:

1. First, find the workflow you want to rename on the landing page.
2. Then, click on the vertical three dots menu (often referred to as the “kebab” menu) to reveal additional options.
3. From there, select “Rename Workflow” from the menu.
4. You’ll be prompted to enter a new name for your workflow in the provided field.
5. Lastly, click the “Save” button to confirm the changes.

This process is shown below:

This effortless update is designed to make your workflow organization quicker and easier.

Even small updates like these can have a big impact on your everyday working routine, leaving you more time to focus on what truly matters: growing your small-to-medium business.

See how this change can save you time by signing in to your account or if you’re new here, ask for a free demo at SMBcrm. We are empowering businesses to make their customers’ management a walk in the park, and these enhancements are just another step in that direction.

In Case You Missed It

Make sure you’re up-to-date with our latest feature updates and improvements. Check out our latest article: Enhancements in Reply Management. Be sure to keep an eye on our announcement page to stay informed about what’s new and what’s coming next.