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
