Pre-Built Workflows
We understand that finding the time to map out your processes and build workflows can feel daunting. To make this easier, we’ve provided a range of pre-built workflows that you can use as a starting point.
New Client
Advice Preparation/Presentation
Implementation
Review
These can be modified to suit your processes better or you can use them as is.
Contact Support if you would like the pre-build workflows applied to your account.