Workflow On/Off Toggle Switch Administrators are now able to turn approved Workflows on or off from Administration > Workflows using a toggle switch. If a Workflow is still pending approval, the toggle switch will be disabled with a question mark icon that provides...
Read MoreBlitz Sales Follow-Up Software Release Notes 6/18/2012
Automatic Robo-Agent First Impressions Re-quote Blitz Sales Follow-Up Software has added a new Workflow action that automatically sends leads to First Impressions to be re-quoted. Once the lead is successfully re-quoted, the lead will receive an email from First...
Read MoreBlitz Sales Follow-Up Software Release Notes 3/20/2012
With Blitz’s Workflow add-on you can automatically send emails, schedule follow-up appointments, automatically increment contract dates that have passed, and more. When you add Workflows, a series of actions can be set up to occur automatically and can be...
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