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!


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 "WHENs"

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!