Workflows
Setting configuration for Workflows
By Hunter1 author7 articles
Workflows Migration (Web)This guide helps companies transition from the legacy Account Stages system to the new Workflows system. Migration preserves your existing data while enabling new workflow features.
Workflows Overview (Web)Workflows help companies define and enforce their sales process. They provide a visual pipeline where accounts move through stages via actions, ensuring consistent tracking and accountability across teams.
What Is a Pipeline Stage? (Web)A pipeline stage represents a step in your main business process. Pipeline stages are ordered sequentially to form a linear progression that accounts move through — for example, Blank Pin…
What Is an Action? (Web)An action is something a user does to an account that can move it from one stage to another. Actions represent the real-world interactions and outcomes that drive accounts through…
What Is a Non-Pipeline Stage? (Web)A non-pipeline stage is an alternative state that exists outside your main sales progression. While pipeline stages represent the linear flow of your process, non-pipeline stages represent statuses outside that…
How to Create and Edit a Workflow (Web)Create and manage workflows from the Terros web app to define your team's sales process. You must have the workflow manage permission.
How to Configure Workflow Reporting (Web)Control which metrics appear as columns on your stats dashboard by toggling report settings on each workflow stage and action.