Using a workflow

When it’s time to start a process for a lead, client, project or site … open the record and add the workflow.

Solve Workflows
Solve Workflows

As set up, tap through the options …

Assignment

Solve Workflows

Schedule

Solve Workflows

Notification

Solve Workflows

Staff will be instantly notified and their priorities automatically organized.

Solve Workflows
Solve Workflows

Next feature

Continue to Try workflows now …