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Workflow is a predefined sequence of steps which are applied to a specific record - often used with task plans , as outlined here- for more information, click here: Workflow & task plans Task plans and workflow need to be set-up and configured, click here to contact Reapit Support to request set-up |
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When your system is set-up to save sent emails - from AgencyCloud version 12.138+, any email generated via automated workflow settings will be logged too |