Name First Last Email Agency Name Type of requestHelp with existing workflowNew projectPersonnel updateRequest Title Existing workflowWhat program(s) are involved with this request? Advisor Evolved AgencyZoom AMS360 BetterAgency Canopy Connect EZLynx Forge3 Gravity Forms Hawksoft InsuredMine Jotform NowCerts PandaDoc RiskAdvisor Salt Wunderite Zapier Please explain the problem or concernPlease provide a specific example or two for us to investigate Generally if the name of a specific client/lead gives us a great starting point.Please upload any files or screenshots you have related to the issue.Max. file size: 100 MB.New Workflow RequestWhat program(s) are involved with this request? Advisor Evolved AgencyZoom AMS360 BetterAgency Canopy Connect EZLynx Forge3 Gravity Forms Hawksoft InsuredMine Jotform NowCerts PandaDoc RiskAdvisor Salt Wunderite Zapier Please explain what you would like to have happenPlease upload any files or screenshots that might help us build this workflowMax. file size: 100 MB.Personnel UpdateWhat type of personnel update?Gained an employee(s)Lost an employee(s)Employee changed rolesNew Employee(s)NameRole Add RemoveActions Add to website Add sales workflows Add to service workflows Build new workflow Other Lost Employee(s)NameRole Add RemoveActions Remove from website Update workflows Other Employee(s) changing rolesNamePrior RoleNew Role Add RemoveActions Add to website Add sales workflows Add to service workflows Build new workflow Other Additional Details & InformationFiles needed to complete changeMax. file size: 100 MB.CAPTCHA
