Rebecca Berg February 8th, 2018

New Feature: Workflow Updates Part 2

Some more workflow updates coming at you today!

Sending Forms to the Portal in Workflow

Now in workflow you can send forms via email, send forms to the portal, or just add the form to the job/lead without even sending.


SEND EMAIL AND APPLY TO PORTAL - This is the usual old action where it sends the form and sends it to the portal
APPLY TO PORTAL - This does not send an email, but only applies to the portal.
APPLY TO JOB ONLY - This does not send an email or send it to the portal. This only adds to the job for your view.