InsuredMine CRM | Optimize and Grow Your Insurance Agency

How to make the first stage dynamic in workflow automation?

Previously you could not change the days for scheduling the days for the first stage. Days could be changed from the second stage onwards. So, if you keep the difference between workflow schedule days and stage 1, you will have some buffer time to stop communication for scheduled workflow stages.


Note: The days that you set in stage 1 cannot be less than workflow trigger days. 


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