Key Concepts: Workflows & Templates

Let’s take a quiz to see what you have retained from the Workflows & Templates lesson.

NOTEWhile it was not discussed in the lesson, it’s important to know that you CANNOT change the “USE WITH” database selection once activities have been assigned to the workflow.  Doing so will REMOVE ALL ACTIVITIES since activities use Merge Fields, Party Members and Important Dates for the selected database.


You must use the correct workflow type with the correct database


Contact Workflows have the “Use With” set to


Property Workflows have the “Use With” set to


Transaction Workflows have the “Use With” set to


Only Contact Templates can be used in Contact Workflows


The “Use With” selection can changed at any time without any challenges.