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Preconfigured Workflows in essensys Operate
Preconfigured Workflows in essensys Operate

Learn about the Readily Available Workflows in essensys Operate

JEFF essensys AI Bot avatar
Written by JEFF essensys AI Bot
Updated over a week ago

Introduction

Operate comes with a number of preconfigured workflows available for you to use right away. Please see the list of available workflows below – and enable the ones relevant to your organization’s processes.

All Workflows are set to Inactive by default. To enable a pre-configured workflow type workflow into the global search or go to Settings > Workflows and find the workflow under the relevant folder. In the list view – click the green edit pencil and scroll to the bottom of the page to check the enable workflow box.

When activating a workflow, be sure to view the Actions to update any email addresses and templates to your preferred options.

Workflows

The Preconfigured Workflows are grouped into Folders.

Tours

  • Tour Reminder - If the confirmation box is checked on a Tour, an email with an iCal attachment is sent to the Contact

LeadDADI

  • Notify Broker of Accepted Lead - When a Lead status is updated to Converted/Accepted, an email is sent to the Broker

  • Notify Broker Lead Rejected - When a Lead status is updated to Rejected/Dead, an email is sent to the Broker

  • Notify Broker Lead overturned - When a Broker status is updated to Overturned, an email is sent to the Broker. Different emails are sent depending on whether the deal was successful or unsuccessful.

Leads

  • Lead - set initial task for lead owner - Upon creation of a new Lead, a follow up task is created and assigned to the Record owner

  • Lead Source field update - Website - When a Lead is created via the Web to Lead form, the Lead Source is updated to 'Website'

  • Lead Field Update - neglected lead checkbox - If a new Lead has been converted and the Record has been untouched for 45 days, a new checkbox is added and checked on their Record

  • Lead Email Notification - neglected lead - If the 'neglected lead' checkbox in the workflow above has been checked, an email is sent to a nominated email address 

Opportunities

  • Stage Field Update - Tour Arranged - When a Tour is arranged, automatically update the Opportunity stage to 'Tour Arranged'

  • Stage Field Update - Toured - When a Tour status is set to 'Completed', the Opportunity stage is automatically updated to 'Toured'.

  • Stage Field Update - Under Offer - When a Licence is updated as 'Issued', the Opportunity stage is automatically updated to 'Under Offer'

  • Stage Field Update - Checked In - When a Licence is updated as 'Activated', the Opportunity stage is automatically updated to 'Checked In'

Licences

  • Email notification of Licence end date - When the end date of an active Licence is within 30 days, an email notification is sent to a specified email address.

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