Workflow Automation Tracking on Account Level
You can set up a workflow for an account if you are using a particular category and carrier that matches the policy present in the
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Workflow Automation
Information about Workflow Automation
Workflow Changes – Select agent, redirection, send to myself logic
In the workflow section, the send to myself option has been added so agents can preview their created workflow automation. As well, the user experience
Custom fields as automation Tag
Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact Process:
To section in the Email and Text automation in Pipeline
Update – The email and text stages in the automation now have the option to send the communication to “other email/contact number” apart from the
Workflow: Edit workflow for all agents
Managing the workflow process for your agents through our CRM portal has been made easy! Admin/manager will now be able to edit workflows for all
