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Workflows

Introduction to Workflows

Workflows are automated processes in your CRM that can create tasks or send emails based on certain criteria. Please note that this is an advanced feature in the CRM and can only be edited by the System Adminis...

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Modify Recipients for an Email Alert

*Please Note: You must by the System Administrator to edit workflows* To modify recipients of an automated email alert in Lightning: Click the gear icon at the top right of the screen Click Setup In th...

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Create a Stage Workflow

You can create your own Stage workflows in the CRM. Begin by writing down all the tasks and emails you want to have automated as part of your Loan Process. You should create any email templates needed that will...

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Create a Loan Process Status Workflow

You can create your own Loan Process workflows in the CRM as well. Begin by writing down all the tasks and emails you want to have automated as part of your Loan Process. You should create any email templates n...

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Create a Workflow for a Checkbox

You can trigger workflows from checkboxes. Begin by writing down all the tasks and emails you want to have automated as part of your workflow. You should create any email templates needed that will be sent out ...

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Create a Workflow for a Date Field

You can trigger workflows from date fields. Begin by writing down all the tasks and emails you want to have automated as part of your workflow. You should create any email templates needed that will be sent out...

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Create a Custom Loan Process Checklist Workflow

Jungo's Loan Process Checklist is a quick & easy tool that helps you update all parties about a specific loan. Once you check the box next to the corresponding field an automated email update is sent to the...

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