How to Create a Trainer Workflow for a Newly Promoted Trainer
Follow this guide on adding a new trainer to the automation workflow. Prior to this you will have needed to created a private channel for this particular trainer (example: trainer-name).
1. Go to GHL
2. Click “Automation”
3. Click “Recruitment & Hiring”
4. Click “Onboarding – Field”
5. Located an existing workflow for another trainer (who recently trained and workflow worked successfully)
6. Click “Duplicate Workflow”
7. Rename the workflow name
8. Type trainer name (example:”Julie”)
9. Click “Create”
10. Click on the newly duplicated/created workflow (example:”Field Onboarding – Days 1–5 (Trainer: Julie)”)
11. Click “Start Field Training Form Submitted”
12. Locate Trainer name tag
13. Remove existing name
14. Replace it with this particular trainer name