Workflow available before & after saving an offer
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.170
Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support
Automated workflow settings can be set-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
This update to offer workflow is in addition to options already available which allow workflow to trigger when a new offer is made and also before and after exchange
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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