Systemise & Error Proof Your Processes - Workflows & Checklists

Workflow

• Learn About Workflow Automations
• Workflow Steps Overview
• Workflow Trigger Conditions
• Create a Custom Workflow
• Auto Assign Tasks Using Workflows
• Workflow Delay Options

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Checklists

• Checklists Overview
• Customise a Checklist
• Ready to Settle Stage & Checklist
• Settlement Checklist
• In Built Fixed Rate Lock Conditional Checklist Items