Tutorial
-
Creating Workflows
Overview Get a first look at the steps to create a Workflow. Create a new Workflow To create a Workflow: In the Dashboard, select Workfl...
-
Tag Inquiries that fail a specific Verification check, using Workflows
Overview This tutorial shows you how to build a Workflow that applies a Tag to any Inquiry that fails a specific Verification check. This...
-
Set up an Inquiry review process using Workflows
Overview No matter what, you will likely want to manually review some of your Inquiries. You can set up an Inquiry review process entirel...