Follow the instructions below to install the Paperless Agent Email Sequence Workflow Package.
1) Click on Workflows
2) Click on the " + " button to add a workflow
3) Select "Add workflows from the library" then click [Continue]
Click on "The Paperless Agent - Email Sequences" from the list of available Workflow Packages.
1) Click on [Install Package]
2) Enter the installation code provided to you by The Paperless Agent Coaching Club then click [Install]
The Workflows and Templates will be available when the installation is complete.
Note: Contact the coaching club representative to get your installation code.
Take a look at this video here for more details on installing Workflow Packages!
How do I get to preview the steps in the workflow and tweek them if they do not match our processes here in Houston. Please advise.
Click on the Workflow on the left. Then on the right you will see a >> with the number of Activities in the Workflow. Click on that and then the pencil icon to edit the Activity.
Article is closed for comments.