Offer to transfer workflow setup
Intro
Stages
Checklist
Forms
Visible Tabs
Subtask Configuration
Client Notifications
Escalation Actions
Email Templates
Finish
Order
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Stage Name
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Button Name
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Assignees
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Select
Is End State?
Estd. Duration (Days)
Add
#ORDER STAGE
BUTTON
TRIGGERS
ASSIGNEES
IS END STAGE?
ESTD. DURATION
NEXT STAGE OPTIONS
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OPTIONS
10
Offer accepted
Start
0 Triggers
Sarah, Thabo & 1 more..
NO
1 Day
20
Instruct conveyancer
Instructed
1 Triggers
Category Members
NO
2 Days
30
FICA & deposit
Verified
1 Triggers
Category Members
NO
5 Days
40
Bond approved
Approved
0 Triggers
Category Members
NO
50
Lodged at deeds office
Lodged
1 Triggers
Category Members
NO
60
Registered
Mark registered
1 Triggers
Category Members
YES
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