- ContentsQuick LinksAccount Analysis landing page Accounting landing page AIM help AIM Receiver help Arrangements landing page Batch Processing landing page Custodian help Dashboard help Data Exchange landing page Dialer Campaigns landing page Exchange Manager help Invoices help Latitude help Latitude Console help Letter Console help Letters landing page Link Console help List Builder help Portfolio Manager help Reporting Console help Reporting landing page WorkFlow Designer help Work Queues landing page
WorkFlow Designer Help
Account Linked
Use the Account Linked activity to hold an account until the Link Console program evaluates the account for linking. After Link Console evaluates the accounts, the WorkFlow Engine moves the accounts to an endpoint based on their link status. Link Console does not evaluate new business accounts that users add to Latitude manually.
Green endpoint: If the account is the link driver, the account moves along this path.
Blue endpoint: If the account is not the link driver, the account moves along this path.
Red endpoint: If the account is not a linked account, it moves along this path.