Share
Explore
High iQ Knowledge Base
Remove From Workflow
In order to PUBLISH workflows, it is necessary to establish both a workflow trigger and a workflow action. Without both components, the workflow can only be saved and not published.
Upon activating a workflow trigger that initiates the Remove From Workflow action, you gain the ability to exclude contacts from any given workflow. This functionality enhances control over contact management in workflows, allowing you to maintain organized and streamlined processes by removing specific contacts based on certain criteria or actions.
Selecting Current Workflow
By enabling the Current Workflow filter, you gain the functionality to exclude a contact from the workflow that is currently being edited or managed. This feature improves control over contact management within the ongoing workflow, enabling you to maintain an organized process by removing specific contacts based on certain criteria or actions.
Selecting Another Workflow
By activating the Another Workflow filter, you are granted the capability to remove a contact from a specific workflow of your choice among all the available workflows in your CRM. This feature provides greater flexibility in contact management, allowing you to easily disassociate contacts from particular workflows based on defined criteria or actions.
Load content from gy3qj5lenifuhdf4zwrg.app.clientclub.net?
Loading external content may reveal information to 3rd parties. Learn more
Load content from voice.realestate?
Loading external content may reveal information to 3rd parties. Learn more
Load content from shop.theshare.group?
Loading external content may reveal information to 3rd parties. Learn more
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.