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Creating Our Practice Workflow Rule

Lesson Progress

Creating Our Practice Workflow Rule

  • Select which module you are working in
  • Give the rule a name (creating an intuitive naming system now is helpful) and a description
  • The trigger determines when a workflow rule might be called up
  • Then, the conditions trim that down even further
  • In this example, we only want to send this specific email to people whose net worth is greater than $100k
  • When selecting an email template, you can preview it
  • There are also different options to specify who the email comes from as well