• Advanced
  • Workflows

Take your client experience to the next level!

Want to give your clients that WOW experience but don’t have the head space to remember everything?

Use your workflows to automatically remind you or your colleague/assistant to call a client when their deal is approved, follow up with a lead or send a gift card to a referrer.

Your workflows will appear in your ‘My Day’ daily task manager. 

Want more info on Tasks and Workflows?

Watch a pre-recorded in-depth training session.

Want to hear how the best in the business use their Workflows?

Watch the Masterclass lesson.

Step-by-Step Guide

  1. Workflows