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Workflow Tab

Workflow Tab

A collection of articles about the Workflow Tab and how to set up the different sections inside it.

Workflow Dashboard Overview

Collection Workflow

Create or Edit a Workflow

Deactivate or Remove Customers from a Workflow

Build a Workflow

Duplicate an Existing Workflow

Delete a Workflow

See more

Email Templates

Create a New Email Template

Edit an Email Template

Categorize Your Email Templates

Clone an Email Template

Delete an Email Template

See more

SMS Templates

Create an SMS Message Template

Edit an SMS Message Template

Delete an SMS Message Template

Invoice Status

Create a New Invoice Collection Status

Rename or Delete an Invoice Collection Status

Delete an Invoice Collection Status