Custom fields as automation Tag
Update – Contact Custom fields are available as tags Use case – Easier for Agents to auto-populate custom fields data of the contact Process:
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Workflow Automation
Information about Workflow Automation
To section in the Email and Text automation in Pipeline
Update – The email and text stages in the automation now have the option to send the communication to “other email/contact number” apart from the
Workflow: Edit workflow for all agents
Managing the workflow process for your agents through our CRM portal has been made easy! Admin/manager will now be able to edit workflows for all
