The Create User automated event automatically creates a user. The User will be made when specific requirements you have set are met. Adding a Create User Automated Event Click the Automated Events tab on the Status to which you want to create the user in. Drag and drop the Create User automated event into the blank space on the right. Select…

The Customer Enquiry workflow logs and tracks any customer questions to ensure prompt responses from you and your Team Members. Using the Customer Enquiry Workflow Note: The first three steps need to be carried out by the Customer submitting the enquiry. Click format_list_numbered Tasks to navigate to the Dashboard, then click add Create New Task. Choose a Client and Client Staff, and click Create Task. Choose…

Note: Please do bear in mind that you can only add an email to a User’s account if you are an Internal Admin. Click on groups Users and then My Team Members. Click on the Team Member who you would like to update an email for. This will take you to their profile page. Hover over the current email in…