Press ESC to close

date

3 Articles
Agent CRM Team
1 Min Read

Jon Jordan asked us, “Are you able to change a timezone for the time on an automation event date/time? Not seeing how to do that.” “Date-based triggers and actions (in a workflow) will run everyday at 8am your timezone. If you are sending message reminders…

Agent CRM Team
1 Min Read

Health Meets Wealth Insurance asked us, “Is there a way to set the day and time in a workflow based on the appointment the prospect selects? Looking to build the workflow to send directions and reminders based on appointment date.” “Hi! Yes, there’s a way…