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Workflow Automation Tracking on Account Level

You can set up a workflow for an account if you are using a particular category and carrier that matches the policy present in the account.

You will also get the option to track this workflow at the Account360 level.

You can also sort the workflows based on the following filters: Task, Email, Text, Voicemail Drop, and Thanks.io

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You can set up a workflow for an account if you are using a particular category and carrier that matches the policy present in the account.

You will also get the option to track this workflow at the Account360 level.

You can also sort the workflows based on the following filters: Task, Email, Text, Voicemail Drop, and Thanks.io

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