AllClients

Product update

Delay Workflow Steps

December 17, 2021 All product updates →

If you have a contact that has pending steps in their workflow, you can now delay those steps.

This will be useful if someone is going to be on vacation for 2 weeks and wants you to follow up upon their return, etc.

From the contact’s workflow tab, click the Delay Remaining Steps option.

Use the + and - buttons to edit the length of the delay (you can’t make them go faster, just delay).

You will see in green a preview of the new schedule for the pending steps.

Delay Workflow Steps

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