Workflows

Dan Ferranti avatar
19 articles in this collection
Written by Dan Ferranti

Build and Launch Workflows with Workflow Template Drafts

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

How can I view an existing workflow outcome?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

Do workflow steps need to be created first before selecting them for an outcome?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

How do I create a workflow outcome?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

Which plans are workflow outcomes available on?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

Can sequential workflows ever move backwards?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

Are workflow outcomes only available on sequential workflows?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

What is a workflow outcome?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

Where Can I View and Manage My Scheduled Workflows?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

How Can I Schedule a Workflow in Wealthbox?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

How do I start workflows in my Wealthbox account?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

How do I create a “Workflow” template?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

Does everyone in my team see the workflows?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

How do notifications work in workflows?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

Can I customize a workflow that is linked to a specific contact?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

What are “automated workflows” in Wealthbox?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

Can I delete a workflow?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

Can workflow steps be reordered after the template has been saved?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago

Can I delete an active Workflow?

Dan Ferranti avatar
Written by Dan Ferranti
Updated over a week ago