D
David Hall
  1. Currently, the snapshot imports a lot of workflows, but there is no documentation on what specifically triggers these workflows. For example, you have New Business Request and New Listing Added. By the name, New Business Request appears that it would be triggered when a new business signs up for a listing, but when testing, it was triggered when a consumer was added and then apparently the user added their business, but the business did not show in Claim Listings for approval or denial. It seems that it triggers when anyone signs up for a consumer account and those need to be manually approved for every one. I might be wrong on that, but this is why documentation is needed for the workflows.
  2. The system SHOULD push contacts/tags based on activities. For example, when someone applies for a job, they should be tagged as consumer AND tagged with something like a job tab so we can make sure that is followed up with. If someone leaves a review, they should be able to have something like a review left tag added. This allows us to be able to follow up with those people with a thank you and prompt them to leave more reviews for other businesses. It would also allow us the ability to create automation to bring those people back to the site from time to time.