Workflows for Sales
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Sales Invoice Workflow
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
Sales Order Workflow
The Sales Order Flow is used by sales departments to automate the process of reviewing and approving customer sales orders.
Sales Quotation Workflow
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Know your Customer Workflow
The Know your Customer Flow is used by Sales departments to automate information research about customers before doing business.
Marketing Campaign Workflow
A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns.
New Contact Workflow
The New Contact Flow is used by HR departments to automate the process of adding new contacts to a company’s database.
Content Request Workflow
The Content Request Flow is used by marketing departments to automate requests for new written or designed content.
Customer Enquiry Workflow
The Customer Enquiry Flow is used by marketing departments to automate the process of handling direct questions raised by customers.
Customer Master Workflow
The Customer Master Flow is used by Sales Departments to automate the collection of customer data to a database.
Sales Discount Approval Workflow
The Sales Discount Approval Flow is used by Sales Departments to automate the process of approving special discounts for certain sales orders.
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