CRM Workflow Help - Salesboom.com | Free CRM Software Trial

Overview

The Workflow section contains links to tools that enable you to set your default currency, set default language, and set default time zone.

Your employees are able to operate more efficiently with standardized and automated business processes and best practices. Set up Salesboom to automatically send email alerts, assign tasks based on your company’s workflow and reassign the records if necessary.

First create workflow rules and associate them with workflow tasks or workflow alerts. When changes to a record meet the conditions in your workflow rule, Salesboom can reassign the record, send any associated alerts or assign any associated tasks.

New Big Deal Alert

You can send an alert to your e-mail when you get certain amount of money that you define. This will alert you if you get this big deal.
Click the New Big Deal Alert link. This will take you to the New Big Deal Alert page.
In the Big Deal Alert Conditions section Enter your name, Trigger Probability, and Trigger Amount.
In the Alert Information section enter the information for the receiver. Enter the e-mail address which you want to be sent to, as well as you send a carbon copy of it and blind carbon copy.
Enter the sender e-mail and the template you want to use. You can use search to look for a created template.
Click the Save button to save your changes. Click the Cancel button to cancel your changes. You will be taken to the Control Panel page.

New At-Risk Deal Alert

You can send an alert to your e-mail when you lose a big opportunity. This will alert you if you get at risk deal.
Click the New At-risk Deal Alert link. This will take you to the New At-Risk Deal Alert page.
In the At-Risk Alert Conditions section Enter your name, Trigger Probability, and Trigger Amount.
In the Alert Information section enter the information for the receiver. Enter the e-mail address which you want to be sent to, as well as you can send a carbon copy of it and blind carbon copy.
Enter the sender e-mail and the template you want to use. You can use search to look for a created template.
Click the Save button to save your changes. Click the Cancel button to cancel your changes. You will be taken to the Control Panel page.

Business Support Hours

Click the Edit Organization Information link. This will take you to Organization Profile page.
This page will show the organization details such as organization name, phone, fax, etc.
Click the Edit button to edit or enter new information.
Click the Save button to save any changes you have made. Click the Cancel button to cancel any changes you have made.

Workflow Rules

Click the Workflow Rules link. This will take you to Workflow Rules page.
From Featured Rules you can add a new rule, view alerts, or view tasks.
Click the Add button to add a new workflow rule. From Rule Information section enter a name in the rule name. Choose a type from the drop down menu. Check Active if you want to activate the rule.
You can execute rule when record is created or updated by checking the checkbox for Created and Updated.
From Rule Description you can describe the rule in the text area.
From Reassign Records you can assign this rule.
Click the Save button to save any changes you have made. Click the Cancel button to cancel any changes you have made. You will be taken to the Workflow Rules page.

Workflow Tasks

Click the Workflow Tasks link. This will take you to Workflow Tasks page.
From Featured Rules you can add a new task, view rules, or view alerts.
Click the Add Task button to add a new workflow task. From Task Information section, enter a name for the owner; choose a status from the drop down menu. Enter the subject; define the priority from the drop down menu. Enter the start in (days) and the due in (days).
From Description Information you can write comments.
Click the Save button to save any changes you have made. Click the Save & New button to save any changes you have made and you will be able to add a new workflow task. Click the Cancel button to cancel any changes you have made. You will be taken to the Workflow Tasks page.

Adding Conditions to Workflow Rules

Click Add Conditions when viewing a workflow rule.
Choose a field name.
Choose a filter.
In the third field, enter your search terms.
Click the Save button. You can add more conditions but this time using an operator logic (AND/OR). Use the AND operator to find records that match both values, and use the OR operator to find records that match either value.
For example, to find on Florida accounts that either have over $100 million in revenue or are public companies, enter two filter lines: "State equals FL," and "Annual Revenue greater than 100, 000, 000.

Workflow Alerts

Click the Workflow Alerts link. This will take you to Workflow Alerts page.
From Featured Rules you can add a new E-mail Alert, add notification alert, view rules, or view tasks.
Click the Add Email Alert button to add a new workflow alert. From Alert Information section, enter a name for the alert, type the e-mail that you want to send to, you can also carbon copy it or blind carbon copy it. Enter the sender e-mail.
From Linked To select the e-mail template.
Click the Save button to save any changes you have made. Click the Save & New button to save any changes you have made and you will be able to add a new workflow alert. Click the Cancel button to cancel any changes you have made. You will be taken to the Workflow Alerts page.
Click the Add Notification Alert button to add a new workflow alert. From Alert Information section, enter a name for the alert, pick a person who you want to send this alert to. Type a subject for the alert, and in the body type your notification.
Click the Save button to save any changes you have made. Click the Save & New button to save any changes you have made and you will be able to add a new workflow alert notification. Click the Cancel button to cancel any changes you have made. You will be taken to the Workflow Alerts page.