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Raichel.aiEstimates are an awesome way to move customers along and get them to acquire your services, which can be automated with your Workflows. But what if you need to make last minute changes? We’re glad to introduce that option!
Raichel.aiThe Find Contact Action got an upgrade for your convenience! Now, besides identifying contacts who match specific criteria it will also give you a branched set-up that adds flexibility to your workflows and makes it easy to identify the total results found. Sound interesting? Let’s give it a look!
Raichel.aiEvery appointment is unique; as a business, you’ll encounter many of them daily. Tracking your client's needs and specifications before, during, and after the appointment is crucial to maintaining a satisfactory experience. This feature will help you with that, providing a seamless way to add notes to an appointment using workflows.
Raichel.aiCustom Objects and their relationships with customers are unique. However, that doesn’t mean you’ll want to enter all data related to them manually. For those moments, we’re happy to introduce these three new actions for workflows to help manage Custom Objects.
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