Workflow options for Agency Edition & Enterprise customers
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 AgencyCloud
The workflows specified below are standard workflow and are now enabled by default for Agency Edition and Enterprise customers
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 and may be chargeable
The table below outlines each workflow
Workflow name | Workflow action | |
---|---|---|
1 | Confirmation of appointment email |
|
2 | Viewing feedback email |
|
3 | Offer letter email |
|
4 | Viewing cancellation email |
|
5 | Exchange confirmation email |
|
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