Walkthroughs

CustomizationBasic customizationAdditional customizationTeamwork and supportHand-offsTickets and support tracking NEWTime trackingWorkflowsIntroductionSetting upUsingExampleOrganization and visibilityDashboard NEW REPORTSSearchingGeo mapping and territories NEWCommunication and accessEmail linking NEWData security controlsCollaboratorsGoogle email & calendar securityGoogle WorkspaceGoogle Calendar integrationGoogle email integrationGoogle Gmail Add-onGoogle Sheets integration & reporting

Workflows introduction

Workflows save time and money by automating the processes that make you successful.

In one step, instantly add a full sequence of work to complete - schedules are automatically determined, active work is queued and users are properly assigned and notified.

Tap notification
Record with Workflow opens

When the active tasks are complete, Solve automatically adds the next sequence of tasks. This keeps screens uncluttered and the team focused only on the work in progress.

Complete initial tasks
Next ones revealed