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 workflow options for users of Agency Edition and Enterprise setup of AgencyCloud

The workflows specified below are standard workflow which are now enabled as standard 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	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