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Search results for:workflow automations
LineLeader Enroll - Workflow Automations
This article explains the advantage of automation and how a standard set of Workflow Automations operates in Lineleader Enroll… To access "Workflow Automation" with your system, navigate to "Automations" and then "Automations"… Automations or would like to explore customising your workflow automations for a more streamlined custom
Workflow Automations - Logic & Configuration
"Doesn't Equal" Logic in Workflow Automations… Take our Interactive Tour Take our interactive tour of Workflow Automations to see a step-by-step walkthrough… Workflow Automations have been designed to simplify your processes, and the new "Doesn't Equal" logic
LineLeader Enroll - Hide Inactive Workflow Automations
The list of Workflow Automations (accessible by clicking Automation > Automations in the left navigation… If you want to see inactive workflow automations in your table, simply click the "Include inactive automations… the size of the table and make it easier to find the automation you are looking for, by default automations
LineLeader Enroll - "View Automations For" List on the Workflow Automations page
The Workflow Automation page (accessed by clicking Automation > Automations in the lefthand navigation… bar) features a "View Automations For" list for users who have access to multiple locations… When a user changes the "Active" toggles to enable or disable a particular workflow automation, that
LineLeader Release Notes - 13 June 2023
Improved Workflow Automations: Hide Inactive Workflows… Improved Workflow Automations: Location-Based Toggles… Learn more Available in Enroll Introducing a new toggle on the "Workflow Automations" screen
LineLeader Enroll - Enabling Virtual Tours
Step 2: Create New Workflow Automations… Login to your CRM system, go to Automation, then Automations Create a new workflow automation… Tours, be sure to assign it correctly In most cases, your CRM system is setup with a workflow
LineLeader Enroll - Drip Campaigns
Workflow automations are automated system actions. In LineLeader Enroll they are programmable… of communications to go out using workflow automations… But workflow automations can do things drip campaigns cannot, like creating tasks and changing status
LineLeader Enroll - Enrollment Journey Flowchart
This article will outline a standard Workflow Automation Journey for a LineLeader Enroll User… Please note: the information outlined above details a Standard Workflow Journey for a new LineLeader
LineLeader Release Notes - 27 June 2023
workflow automations by giving users greater control and flexibility over automation triggers… Automations Available in Enroll Our latest automation feature, "Doesn't Equal" Logic, enhances… How this benefits you: With this enhanced control, you can optimize every aspect of your workflow,
LineLeader Enroll - Adding & Managing Custom Fields
Login to your CRM system > go to Automation > Workflow Automations > Create a new workflow or edit an… For more on workflows: How to create workflow automations: http://educate.lineleader.com/en/articles… /5409663-lineleader-enroll-workflow-automations If you have any further questions on how to enable