Workflows

Workflows allow you to design and customize the CRM process to meet your specific business needs. You can breakdown your business processes into steps/stages and define specific tasks corresponding to each stage, completion of which allows the process to advance to the next stage. This allow CRM users to automatically know the “To Do’s” for a specific stage minimizing the need for training. It helps to standardize successful processes in your business and optimize poorly performing processes to be successful in the long run.

 

To access workflow, click on Workflows under Settings on Home screen. The workflow page opens as shown below.


Add a New Workflow

A new Workflow can be added for any table. Simply define process stages with the relevant tasks corresponding to each stage. The start time for tasks can be defined by using the time intervals from the previous task or from the Create Date. Read more…

Setting up Accounts Workflow

Creating Workflows will allow you to transition Leads and Opportunities from one “selling” stage to the other. Read more…

Setting up Opportunities Workflow

Opportunities are Sales and pending deals you want to track. You can keep a track of your progress by assigning tasks to each stage and assigning a probability of closure (%) for that stage.  This probability will be used to auto calculate the forecast based on the current opportunity stage. Read more…

Setting up Cases Workflow

Cases workflow helps you to record and keep track of support “tickets” from your customers. Cases workflow helps you systematically track and resolve support “tickets” from your customers. Read more…

To create your own Custom Workflow start your free trial at https://soffront.com