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This page contains the workflow options for users of Agency Edition and Enterprise setup of AgencyCloud

The workflows specified below are standard workflow which are now enabled as standard for Agency Edition and Enterprise customers

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Workflow name

Workflow action

1

Confirmation of appointment email

  • When an appointment is confirmed, a confirmation email is generated to be sent to the vendor/landlord and the applicant

2

Viewing feedback email

  • When completing viewing feedback, an email is generated which can be amended before sending to vendor/landlord

3

Offer letter email

  • When an offer is entered, an email containing all details of it is generated for the applicant and vendor/landlord

4

Viewing cancellation email

  • When a viewing appointment is cancelled, an email is generated for the vendor/landlord to confirm the cancelled appointment

5

Exchange confirmation email

  • When a property exchanges, an email is generated to be sent to the vendor and buyer

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