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workflow

56 Articles
Agent CRM Team
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:…

Agent CRM Team
1 Min Read

Will McEuen asked us, “I am going out of town for over a week. Is there a way to pause automations or do I have to manually unpublish each automated step?” “You need to manually put in draft those workflows that you don’t want running…

Agent CRM Team
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…

Agent CRM Team
1 Min Read

Angel Ortiz Health Insurance asked us, “Can I get an instant sms and email notification when I get a new facebook lead form or someone fills out a form with out zapier? What’s the best way to set this up?”   “Yes! Setup a workflow…

Agent CRM Team
1 Min Read

A Group Member asked us, “I need some help. I setup a resurrect lead campaign and automated for tomorrow morning but I don’t see where I can edit it or change the time. Any help?”   ” If you’ll be adding your leads to the…

Agent CRM Team
1 Min Read

AVZ Benefit Solutions asked us, “i need some tech support: so under settings/email services/forward settings. I have my forwarding address field filled correctly and “forward to assigned user” on. However, I am not getting emails forwarded to my personal email inbox. Please help ” “A…