Under Global Workflow Settings we need to have the option to draft, put on hold, or activate workflows.
A
Anthony Olivieri
These are the 3 options needed during a holiday or time off.
- Draft Workflow - to turn off any workflows that we don't want anyone to be in.
- Put on Hold - to still have leads go through this workflow, but to stop where they are. So if they just got added then they will start the workflow when the dates resume. Or if they are in the middle of a workflow it will essential act as a weight step until the dates resume.
- Activate - to turn on holiday specific workflows such as sms/email campaigns that are specific to that holiday.
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