Maintain Workflow Steps

Video Tutorial

How are you currently managing your workflow? How do you task yourself and your team to follow up a contact/business process? It's always a good business practice to have a structure when it comes to dealing with customers. With ConvallisCRM's Workflow steps, you can create a structure that works for your business.

1. From the menu, select Administration >Maintain Workflow Steps.
   
2. Select a Sales Type.
3. Click Add.
4. Type in a name for the step.
5. (View optional steps in the section below).
6. Click Save.
7. Click Close.

1. Select a new sales type (e.g. Convert Quote to order).
2. Select an email template (e.g. Invoice Template).
3. Select an attachment (A File version of an email template with the customer's information).
4. Select the number of days that a task has.
5. Select a user to deal with the task.
6. Add any previous and next steps.