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Can I customize a workflow that is linked to a specific contact?
Can I customize a workflow that is linked to a specific contact?
Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

Yes. You can customize an active workflow without altering the workflow template. For example, if you have a “Client Onboarding Process” template that you have linked to a new client, but you need to include a specific step unique to that client, you can open the workflow by clicking “View” and then click “Customize.” This allows you to edit existing steps, remove or add steps.

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