Workflows: Start Here
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 (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 ...
Add a workflow template
Before you can start a workflow, you must first add a workflow template. Add a workflow template Navigate to the Workflows page (Productivity -> Workflows) Click on "Add Workflow Template" Select the module that the workflow relates to The status ...
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 ...