How to initiate a workflow

Created by Amy Price, Modified on Thu, 6 Mar at 10:52 AM by Amy Price


How to initiate a new credit application, and monitor it throughout the process, please join us for a free training session this Thursday.


What you’ll learn:

  • Where to initiate a new credit application

  • How to track the progress of the application

  • What is my customers experience

  • What is my daily emails telling me about my applications



Click on the link to watch the full video :https://youtu.be/eavISznqs3U


Here is a second video from Jan 2025 https://youtu.be/DaozWy91Q0k

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