ClickPoint New Features: Edit Workflow

Apr 1, 2015 12:00:00 AM

 

ClickPoint is pleased to release the latest update to our sales workflow solution.  This new feature makes it easier than ever to customize your sales process within the ClickPoint lead management solution. You can easily copy an entire sales process, copy your actions, and use our drag and drop features to get your sales process exactly the way you want it.

 

This updates the sales workflow with four new features:

  • Edit Workflow – Copy Function
  • Copy Workflow
  • Back to Workflows
  • Back to Edit Workflows

Edit Workflow – copy function benefit and features

Lets you copy actions from one Status to another within the Workflow

  • Displays check boxes (to select copying) and arrows (for re-ordering) beside each Action within the Status of Workflow
  • Displays a Settings Wheel by the Show Disabled button within the Action providing the option to select Copy Status
  • Displays Copy Status modal for naming, color picking, Previewing and Save Status

Drag and Drop Boxes

Copy Status Menu

Copy Status Model

 

Copy Workflow – benefit and features

Lets you Copy an entire Workflow

  • Copy a Workflow from the main Workflow screen
  • Displays Copy Workflow Modal for naming, On/Off slide switches to Include Statuses or Include Actions and choosing the Record Type

Copy Workflow Copy Workflow

 

 

 

 

 

 

 

 

 

Back to Workflows – benefit and features

Lets you return to Main Workflows from Edit Workflow

  • Displays the Back to Workflows button providing one click redirection to the Main Workflows screen

Back To Workflow

 

 

 

 

 

 

 

 

 

Back to Edit Workflows – benefit and features

Lets you return to the Workflow status currently being edited from Workflow Edit Action

  • Displays the Back to Edit Workflow button providing one click redirection to the Workflow status currently being edited

Back To Edit Workflow

 

 

 

 

 

 

 

 

Click here for full release notes on these Edit Workflow updates.