Can you create a guided journey on the promote / transfer screens if we arent on redwood fully yet?
We currently have the 24D update and only some of our pages have been updated to Redwood. We are looking to utilize Guided Journeys in different transaction workflows like promote / transfer / L&G transfer to help assist our associates through the process. When I go to these transaction pages and I go to my initials, I am not prompted with the VBS option. Is this because these transaction pages are not yet redwood enabled on our end?
Tagged:
0