Rebecca Berg February 6th, 2018

New Feature: Workflow Updates

PORTAL SETTINGS IN WORKFLOW

We have now added the ability to auto activate and deactivate the client portal via workflow!

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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.

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UPDATED VERBIAGE IN WORKFLOW

It used to say "event" in the action, but we changed that to "job"

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ADDED "WHENs"

Added "after job start date" and "before job end date"

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Changing Lead Status

Lastly with this update, we have added the ability for workflow for change the status of a lead when something happens :)

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Hope you enjoy these workflow updates!