Workflows: Start Here
Duplicating a Workflow
This guide will walk you through duplicating a workflow in your database software. Ensure you have the necessary permissions to duplicate workflows before proceeding. Steps: Navigate to the Productivity Tab At the top of your database software, ...
Cancel a Workflow
Canceling a workflow cannot be undone. If you proceed, the following will be done: This workflow will be set to Cancelled All future actions will be deleted All Incomplete tasks will be deleted Navigate to the Workflows page under Productivity > ...
Start a Workflow
A workflow can be started on Contacts, Listing or Leads. To get started, you should first open up the contact, listing or lead that you want to start the workflow on. Before you can start a workflow, you must first add a workflow template. Click the ...
Workflow Action Types
An action within a workflow can do one or more of the following: Contacts Add a contact to a certain group/s Change a contact's group/s Remove a contact from a certain group/s Leads Change pipeline/status Create property alerts Notifications Email: ...
Creating a Workflow
Before you can start a workflow, you must first add a workflow template. To learn more about workflows, click here for an overview Add a Workflow Navigate to the Workflows page under Productivity > Automations On the left hand side bar select ...
Workflows Overview
What is the Workflows Module The Workflows module is designed to automate operations within your office at the click of a button. You can automatically send emails and SMS messages to contacts and team members as well as queue tasks for your team ...