Many businesses use our CRM to track and automate specific work flow processes to save time. Here is an example of a workflow automated process:
Traffic light workflow buttons.
Orange – get started Green – when completed
Click on Enquiry button – pop up date. This can be modified to book meeting, event, course etc.
Click on Source button – choose source lead came in on.
Click on Qualification button – custom pop up screen to capture all the stages you want to ask when qualifying a lead, project, job etc. See example above. Note red headings are compulsory fields.
Click on Quote button – pop up to generate quote form – could use this same layout for invoice, delivery note, booking confirmation, proposal etc.
Click Sale button to pull in pop up window – custom this area to pull in details of the sale and amount charged, including implementation etc.
Click on renewal button to pull up calendar pop up window – this could trigger email reminder to client when renewal date comes around.
Another Popular Button is for Call Back or Follow up calls where you can set up a button to trigger a Task - see example:
Assign a Task Trigger to team members, add in description of that task and date and time
To find out more contact our Support Helpdesk.