In this lesson, we will cover how to create Workflow SODs to forward new accounts to skip, update accounts with skip results and route accounts to the production floor.
Sample Skip Workflow
In this example, we will create 4 workflows
- Workflow 1 sends new accounts for skip-trace
- Workflow 2 updates accounts with new skip-traced address data
- Workflow 3 updates accounts with new skip-traced phone data
- Workflow 4 sends skip-traced accounts to production floor