Workflow Automation
It would be great if a workflow could be started automatically based on a task such as Add a new tenant and convert prospect. Would be great to customise these to suit our business needs.
2
votes
Amy Dudley
shared this idea
We are pleased to advise that "new tenancy" is now an option within Workflow Automation. This allows the configured workflow to commence when a new tenancy is entered, or a prospect is converted.
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This is great but need to have the option to start the workflow when creating the tenant as a "Prospect" this is when the workflow starts so we can get the HD paid without allocating to rent straight away.