If you have multiple agents on your account, you can now create either agent specific or agency specific workflows. If you are a single user, skip this article!
Think of this as EITHER/OR. If you add an agent AND an agency to the workflow trigger, the workflow will apply to the agent AND the full agency, which is most likely not what you're looking for.
What do we mean by Agency? It's the upline/downline agency option in Account> Downline Agencies. Users MUST be assigned to an agency if you use this option, so please review those instructions.
You can select single or multiple agents that the workflow will apply to OR a specific or multiple agencies for the workflow trigger.
AGENT OPTION | AGENCY OPTION |
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These agents must be users in the CRM to be an option for selection.
We recommend most workflows be account wide rather than agent or agency specific. Why? It will help the account owner/admins track what's working best. If you have various workflows for super specific needs, it's harder to track the impact. It might also create duplicate messaging if you have an account wide "New Lead" workflow and another one that's agent specific. Using the account wide option with the agent personalization of their details (ie #AGENTNAME#, #AGENT_PROFILE_IMAGE#, etc)
Why would people need this option?
*One agent on the team does seminars for their leads/clients and wants to have a specific automation for the seminar invitations.
*An agency wants to market specifically to a coverage type or record set.
*One agency handles things differently than the rest (ie they sell life rather than Medicare).