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Kyle

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  1. add a workflow to bulk actions

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    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Kyle commented  · 

    I found a work-around for this problem. We just went through BD change and I wanted a separate workflow for each client household. Here are the steps to make this happen:
    1.) Create an 'Automation Template' in the Manage Your Account area. The automation should start a workflow based on something such as an activity added. You can get creative by adding a custom activity type just for this task alone
    2.) Search the list of clients you would like to have enter their own individual workflows
    3.) Bulk add a new activity using the custom activity type you created. Set the activity to take place that day so it will be easy to delete later on.
    4.) Double check to make sure the workflows have started for a few of the selected clients
    5.) Bulk delete the 'activity' you created for each of the clients on the Today's Overview page.

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