Run A Manual Workflow

Some workflows are designed to run only when you choose to start them. These workflows use the “Manually Enrol” trigger, allowing you to activate the workflow for a specific contact whenever you need.

You can manually enrol workflows from any of the following areas:

• Contacts
• Properties
• Appraisals
• Listings
• Contracts

Only workflows that are configured to run for that specific type (e.g., contact‑based, property‑based) will appear in the dropdown list.

This article will guide you through triggering a manual workflow.

Contacts (Bulk & Individual)

1. In the Contacts section, click the checkbox(es) next to the required contact(s).
2. Click Enroll in Workflow.
   
3. Fill in the following details:
   • Workflow
   • Start Time
   • Start Date (appears only when the Start Time option is set to Schedule).
      
4. Click Enroll.
   

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Contacts, Properties, Appraisals, Contracts & Listings (Individual)

1. Within the relevant contact, property, appraisal, contracts, or listing, locate the Workflows section on the right-hand side of the screen.
2. Click Run New Workflow.
   
3. Fill in the following details:
   • Workflow
   • Start Time
   • Start Date (appears only when the Start Time option is set to Schedule).
      
4. Click Enroll.
   

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