Default Workflow Re-Entry Setting

Default Workflow Re-Entry Setting

System Updates
July 12, 2024•1 min read

When setting up a new email marketing campaign, you can easily test the workflow multiple times with your own contact information to ensure it functions correctly without manually adjusting the settings each time.

Default Workflow Re-Entry Setting: This feature improves the testing and usability of workflows within the CRM.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Testing: Automatically allows multiple entries into a workflow, making testing more efficient for your business processes.

  • User-Friendly: Reduces the need to manually enable re-entry, streamlining the setup of new workflows.

  • Flexibility: This ensures workflows can handle repeated actions without manual adjustments, aiding in automation and process management.

⭐️ How To Use Default Workflow Re-Entry Setting:

  1. Access the “Automation” tab from the left navigation menu. Click on workflows from the upper navigation menu, and then click on “+ Create workflow” and use the recipe or start from scratch.

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  1. Click on Settings, and here you can see the Allow Re Entry Toggle turned ON by default. If you don’t want to use this, turn off the toggle.

NOTE

No changes will be made to the pre-existing workflows, this change is only applicable to newly created workflows.

The default workflow re-entry setting improves workflow efficiency and user experience by automatically allowing multiple entries, streamlining testing and setup processes within the CRM.


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Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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