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This guide has been reviewed against our global client base and classed as relevant to all regions |
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Available from version 12.170 |
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Configurable option for Enterprise customers |
Automated workflow settings can be usedset-up that trigger:
before saving an offer
and/orafter saving an offer
For example - when a change is made to an existing offer, workflow could trigger a pop-up prompt or generate an email or task
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Workflow is a predefined sequence of steps which are applied to a specific record - often used with task plans - 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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From version 12.170+, automated Automated workflow settings can be used before saving an offer and after saving an offer |
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