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Schedule + Workflow

Schedule your workflows according to specific time zones and time blocks
Written by Upscale Team
Updated 2 years ago

Schedules are set of conditions and time blocks that are applied to workflow so that you can reach out to the prospects at best possible time. 

Basic Info

Basic Info contains name of the schedule and schedule owner. 

Scheduling Options

Scheduling Options define which timezone should be used to schedule tasks for prospect.  

    Time Blocks

    How to associate schedule to a workflow?

    The functioning of a workflow is governed by the schedule that is associated with the workflow. To associate a schedule to a workflow -

    • Go to Workflow 
    • Click on the workflow in which you want to add schedule
    • Go to Settings tab in the workflow
    • In the screen that appears, go to Basic Info > Workflow Schedule
    • Select the applicable schedule from the dropdown
    • Click on Save

    Learn how to Create workflow schedules and Edit, delete and manage workflow schedules

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