We are excited to release a new feature called Workflows!
Workflows allows corporate users to create automatic tasking rules for employees. When the employee completes a specific task, you can choose the next task that you want the User to complete. The task will be automatically generated based on the task type and cadence that you select.
Example: I always want Andi to send a thank you Email to prospects one day after the prospect tours. To ensure Andi remembers I create an automatic Workflow that automatically creates an Email task every time she completes a tour.
Trigger User: The person who completes the task that triggers the workflow
Trigger Task Type: The task that the person will complete that triggers the workflow
Action User: The person I want to complete the auto-generated task. Note in some cases you may want a different user like the Executive Director to complete the follow-up task.
Action Task Type: The type of task I want auto-generated
Details: Type a brief description of what you want the User to do
Task Due Date: This is the number of days from the initial task that I want the auto-generated task created.
To access Workflows Admin users simply click their User Name at the top right hand corner of YGL. They then select Account and click the Workflows tab.
If you are interested in learning more or have questions about Workflows please reach out to YGL Support at support@youvegotleads.com
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