Configuring Email Recipients & Contact Positions in a workflow
Workflow settings
What are triggers?
Workflow filters
Payment charge workflows
ERP action in the Workflows
How to Run a Workflow when a Payment is Registered on your ERP
What Happens When an Email in a Workflow Fails to Send?
View Current Workflow Enrolments for a Customer
View a Customer Previous Workflow Enrolments
Targeting Invoice Contacts in Workflow Emails
View Records in a specific Workflow step
Change the Strike level in a Workflow
Change the Pause Chasing Status in a Workflow
Remove Customers from Portfolios in a Workflow
Organizing Workflows by Category