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.
- 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.
- What Are Pre-Actions? (Web)A pre-action is a workflow hook that runs before a main action is completed. Pre-actions let you record repeatable activity, like knocks or pitches, without tying that activity to a…