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Remove Customers from Portfolios in a Workflow
Remove Customers from Portfolios in a Workflow

Automatically remove Customers from your Portfolios thanks to Workflows.

Kolleno Support avatar
Written by Kolleno Support
Updated over a week ago
  1. When you add a step in the workflow, click on "Remove from portfolio"

  2. Choose portfolios to remove the customer from and click "Save"

Please note that it will remove the portfolio from the parent customer for all workflow levels different than customer (for example, for an invoice level workflow it will impact the Customer who owes the invoice).

If the Customer is not in the portfolio, nothing will happen (moving to the next step in the workflow).

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