Information about Workflow Automation
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
Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact Process:
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
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
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