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How to Add Property State OR Property ZIP Code Filters to Workflows

  1. Within the workflow, hover your mouse over the connecting lines from the team route to your LOs.
  2. Click the plus sign (+) that appears.
  3. Under Suggested Actions, click Don't see what you want? Search here then choose Property State OR Property ZIP Code
  4. Select the State(s) OR include/exclude ZIP code(s). 
    • Note: Only ZIP Codes from certain states are applied if Property State filters have been added. 
  5. Click Save to complete the filter.

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