Update workflows across agency
Summer Cox
Would love if updates to the emails within the workflows would update across the agency. Currently, if I make an update to an email within a workflow, in order for agents to get the update, they have to either clutter up their email templates by copying just the email that changed and then swap out the email in the workflow and apply the changes, or remove the workflow entirely, recopy and apply updates. It's been challenging to walk agents through how to do this, since all the workflows were initially set up by myself.
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Brian K. Stout
I agree this is huge ... a possible solution if you don't want everything shared across everyone and updated is to make an "Agency-level" library that is, by default, available and updated across all agents.
Leslie Jantz
This is huge and would definitely make things much easier.