Workflows

Manage stage-based processes with workflows. Customize the number of stages, stage names, stored info, and automation.

Overviews

Customize cards, sorting, aggregations, and views to track progress and focus on the most important records.

Stage 1 (17)
Project Cost | $209 k
Extentic Corporation
$190k
Custom Code
ES
4 day(s)
Cogmatics Inc.
$175k
Upgrade
ES
1 day(s)
Central Aspect
$170k
Custom Reports
ES
2 day(s)
Stage 2 (9)
Project Cost | $107 k
Quadura
$210k
Custom Integration
ES
6 day(s)
Material.ly
$180k
Custom Integration
ES
3 day(s)
Micrograph & Co.
$165k
Upgrade
ES
9 day(s)
Stage 3 (23)
Project Cost | $376 k
Computing Key
$140k
Partner Collaboration
ES
7 day(s)
Bluebox Services
$70k
Custom Report
ES
5 day(s)
River Valley Services
$125k
Custom Code
ES
13 day(s)
Complete (11)
Project Cost | $235 k
Product Loft
$150k
Upgrade
ES
4 day(s)
Trafficlytics
$120k
Custom Integration
ES
10 day(s)
Sleek Supplies
$70k
Custom Code
ES
2 day(s)
Stage 1 (17)
Project Cost | $209 k

Extentic Corporation
$190k
Custom Code
ES
4 day(s)
Cogmatics Inc.
$175k
Upgrade
ES
1 day(s)
Central Aspect
$170k
Custom Reports
ES
2 day(s)

Stage 2 (9)
Project Cost | $107 k

Quadura
$210k
Custom Integration
ES
6 day(s)
Material.ly
$180k
Custom Integration
ES
3 day(s)
Micrograph & Co.
$165k
Upgrade
ES
9 day(s)

Stage 3 (23)
Project Cost | $376 k

Computing Key
$140k
Partner Collaboration
ES
7 day(s)
Bluebox Services
$70k
Custom Report
ES
5 day(s)
River Valley Services
$125k
Custom Code
ES
13 day(s)

Complete (11)
Project Cost | $235 k

Product Loft
$150k
Upgrade
ES
4 day(s)
Trafficlytics
$120k
Custom Integration
ES
10 day(s)
Sleek Supplies
$70k
Custom Code
ES
2 day(s)

Qualification (97)
Potential Revenue | $2.9 m
Extentic Corporation
$190k
Product 1 | Product 2 | Service A |Service B
ES
4 days
Cogmatics Inc.
$175k
Product 1 | Product 3 |Service B
ES
1 days
Central Aspect
$170k
Product 1 | Product 2 | Service A
ES
2 days
Demo (44)
Potential Revenue | $1.7 m
Quadura
$210k
Product 2 | Service B
ES
6 days
Material.ly
$180k
Product 2 | Product 3 | Service A
ES
3 days
Micrograph & Industrials
$165k
Product 3 | Service A | Service B
ES
1 days
Negotiation (23)
Potential Revenue | $1 m
Computing Key
$140k
Product 1 | Product 3 | Service A
ES
4 days
River Valley Services
$125k
Product 2 | Service A | Service B
ES
1 days
Bluebox Services
$70k
Product 1 Service B
ES
2 days
Won (11)
Potential Revenue | $635 k
Product Loft
$150k
Product 1 | Product 2 | Service B
ES
4 days
Trafficlytics
$120k
Product 1 | Service A
ES
1 days
Sleek Supplies
$70k
Product 1 | Product 2
ES
2 days

Workflows + Reporting

Custom reporting can track the status of your workflows so that you can analyze your performance. How many workflows are currently in each stage? How long do workflows typically stay in different stages? What percentage of workflows usually advance past a particular stage? Use these statistics to find your bottlenecks and increase your throughput.

Automatic

Automatic workflows identify which stage a given process is in based on the information entered into the fields of a module. This saves time and effort by your staff and ensures that workflow statuses are accurate. When setting up a workflow, you will define conditions that cause each stage to be completed. Once they are met, the workflow automatically moves to the next stage until completion or termination.

Manual

Manual workflows are also available for those processes where it makes more sense for your team to manually advance through stages. Some projects for example, should have a flexible structure and cannot be managed by an automatic workflow. Simply hover over the in-progress stage and click to mark it complete, go back a stage, or to terminate the workflow.

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