how do you keep track of all the many workflows you have? I think that I would need more than 30 per module? That seems so very little? Do businesses run out a lot? THANKS!
I'm wondering if I can setup a workflow that completes tasks automatically - If I have tasks created for my agents to check-in or call contacts quarterly, when they perform the check-in/call can I have that auto-complete the task without them having to go into the task and mark complete?
It's a good idea, but I think it would be problematic. What if there was no task set. What if multiple tasks were set, which one does it clear. Perhaps an easier way would be to have a date field for next scheduled call and then when a call is made the Last Call Made field would be updated and the next scheduled call field would be updated. Then you could do reports on over due next scheduled calls. However, there would even be problems here. Only Outbound Calls? What if the call was about something else. What if the client didn't answer. Would a voice mail count? You get the idea.
Well done Susan, I learnt a lot from your presentation.
Thanks Susan - very useful, and concise info.
Thank you! You're a great instructor!
how do you keep track of all the many workflows you have? I think that I would need more than 30 per module? That seems so very little? Do businesses run out a lot? THANKS!
Thanks, very useful.
I'm wondering if I can setup a workflow that completes tasks automatically - If I have tasks created for my agents to check-in or call contacts quarterly, when they perform the check-in/call can I have that auto-complete the task without them having to go into the task and mark complete?
It's a good idea, but I think it would be problematic. What if there was no task set. What if multiple tasks were set, which one does it clear. Perhaps an easier way would be to have a date field for next scheduled call and then when a call is made the Last Call Made field would be updated and the next scheduled call field would be updated. Then you could do reports on over due next scheduled calls. However, there would even be problems here. Only Outbound Calls? What if the call was about something else. What if the client didn't answer. Would a voice mail count? You get the idea.
ONERocks good points!
Very helpful, thank you! #MoneyFollowsMomentum
Zoho is not user-friendly and so confusing....