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Credit Education Tips

The "Credit Education Tips" workflow provides clients with credit management education and progress check-ins. It allows for customizable triggers and settings, ensuring tailored credit guidance without referring to "My Credit Guy."

Credit Education Tips

If referring the client to My Credit Guy is not preferred, opt for the "Credit Education Tips" workflow. This alternative offers clients education on credit management and periodic check-ins to monitor their progress.

What's covered in this video:

  1. Review the workflow messages and wait times

  2. Update the trigger according to preference, such as "Contact tag added, pipeline stage, etc."

  3. Review the workflow settings: ie. Allow Re-entry, Time window, etc

  4. Publish the workflow and add yourself as a test contact