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This guide has been reviewed against our global client base and classed as relevant to all regions

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

The workflows specified below are standard workflow and are now enabled by default for Agency Edition and Enterprise customers

Tip

Workflow needs to be set-up and configured by Reapit Support - click here to request this

Any request for configuration requires authorisation from your company’s key contact

For more detail on each workflow, click a title below:

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and may be chargeable

The table below outlines each workflow

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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Workflow Standard workflow options available for users of both Agency Edition setup and Enterprise users of AgencyCloud