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After adding the appropriate locations, you are now ready to create your workflow schedule. You will want to begin by adding new workflow steps, and setting the rules of your workflow via the checkboxes at the top of the page. Here are some useful tips on what each button does:
1. Allow User to Delay Next Step/Promise to Pay - This will allow the manager to delay a follow up. If you are setting up a collections workflow, this will be replaced by "Allow Promise to Pay"; However, they both work the same way
2. Default Rule - By checking this box, you will make this workflow the default rule for newly created locations
3. Send email alert - By checking this box, an email will be sent to the location daily for collection steps to complete
4. Enable instant alert for external leads - This will notify managers of a new lead that has come in, not from CallPotential. this will be useful if you have online reservations on your website. As soon as the lead goes into your management software from your website, CallPotential will sync up with the management software and inform the manager of the newly created lead, via a pop up in their ThinClient.
5. Plus button - this button will add a new step below the step that the plus button was clicked from
6. x button - this button will remove the step
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