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AR Workflow Login
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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
Email Templates
Create a New Email Template
Edit an Email Template
Categorize Your Email Templates
Clone an Email Template
Delete an Email Template
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
Workflow Templates
Understanding Workflow Templates