Workflow Start Date
Blog Home ◂ New Features ◂ Workflow Start Date
When you are on a single contact and Apply a Workflow, you can now choose a start date.
Use this to set reminders for things like anniversaries or policy renewals.
Blog Home ◂ New Features ◂ Workflow Start Date
When you are on a single contact and Apply a Workflow, you can now choose a start date.
Use this to set reminders for things like anniversaries or policy renewals.