The CRM Workflow lets you assign tasks to a specific contact then monitor the workflow.
From the Dashboard, scroll to the Workflows section to see all workflows associated with an account.
To assign workflows from the Agenda tab:
- From the Home page, click the Contacts
- Select the client by clicking the “i” info icon next to a contact
- Click the Agenda
- Click the plus (+) icon in the Workflows panel to create a new workflow.
Additional Information
- To find out more about workflows, see the Advisor Portal Users’ Guide.