PORTAL SETTINGS IN WORKFLOW
We have now added the ability to auto activate and deactivate the client portal via workflow!
Then, if you want to send them the client portal details, the next step in your workflow can be SEND EMAIL with the portal smart field in it.
UPDATED VERBIAGE IN WORKFLOW
It used to say "event" in the action, but we changed that to "job"
Added "after job start date" and "before job end date"
Changing Lead Status
Lastly with this update, we have added the ability for workflow for change the status of a lead when something happens :)
Hope you enjoy these workflow updates!