Connect related client and engagements info in a centralized view by enabling Workflows. Workflows enables staff members to review all engagement activity related to a client in one place, providing a unified in-app experience similar to a lightweight customer relationship management solution.

Add an activity to an existing Workflow to keep your detailed understanding of your client’s journey up-to-date.

You can add an activity to an existing Workflow from Clients or from Dashboard.

For more details on managing Workflows from Clients, please refer to this article.

To add from Dashboard:

NOTE: If your organization uses Lobby, Walk-ins can also be added to a Workflow using the above steps.

All roles can add activities to existing Workflows.