Workflow - An Overview

Workflow Rules are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating certain fields of a record when a rule is triggered.

Introduction

Businesses usually have sequence of repeatable tasks that need to be performed in order to accomplish a specific goal.  For example. You have a new client and need to follow certain steps and create tasks automatically based on each step of the advice process.

You can use our Workflow Builder to build specific tasks and allocate them to specific people in your business, such an Admin, Adviser and Compliance Office.