Q: How do you organize workflows so they're easy to access and do you have a system for naming them?
A: I have a kind of system. All start with BE: (my company initials) then the type of WF (Buyer, Contract to Close, KIT, Lease, listing, operations, post closing etc) then more description. Then, I can just find them in the search bar. I have over 50 workflows and growing every day. For instance, I am going away next week & I made a list of everything that I have to do (voicemail, email message, etc.) and decided to make it a workflow.