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workflow

55 Articles
BGadmin
1 Min Read

James Denezier asked us, “How do I set up for the person to receive an email after filling out my intake form.  Also, how do I make sure the emails don’t go into Spam folder of the client?” “You can use a workflow to immediately…

BGadmin
1 Min Read

Dan X Nguyen asked us, “hi Branning Group Support, in the workflows, I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. I can’t seem to figure out how to do either pipeline stage,…

BGadmin
1 Min Read

Greg Crawford asked us, “Can you direct me to best way to zap when someone makes a direct purchase from my funnel? Agent CRM Sales Funnel => CRM=> External course software” ” You can trigger a funnel sale (from your Agent CRM account) on the…

BGadmin
1 Min Read

Matthew Burleson asked us, “I am setting up an internal notification in one of my workflows. When I do that it is asking me to select a redirect page. I am not sure what this is. I have 3 options if that makes a difference:…

BGadmin
1 Min Read

Paul VanThof asked us, “I scheduled a workflow to text 100 people yesterday and the texts are not showing up in my conversations. It says the bulk action was completed. I sent the workflow text to myself and it shows up. How do I know…