If you want a Workflow management system to skip a step for a particular customer, you can delete that step. From the Contact’s Workflow Tab, click the Remaining Steps and use the trash can icon to remove steps.
There are a few “rules” for this: you can’t delete pauses, can’t delete the steps of a Workflow with a Restart and there is no UNDO of a deleted step.
Learn more about Workflow here.
When a contact is assigned to a team member or reassigned to another user,
Any 10 digit phone number will be sensed and searched across all 4 contact
We’ve added an option in the Contact List to display the Last Manual Note
AllClients provides simple contact management and marketing automation in one, easy-to-use system.
AllClients provides simple contact management and marketing automation in one, easy-to-use system.
