This guide has been reviewed against our global client base and classed as relevant to all regions
From version 12.170+, automated workflow settings can be used:
before saving an offer
after saving an offer
For example, when a change is made to an existing offer, workflow could trigger an email
This update to offer workflow is in addition to that already available - which allows 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