Workflows

Workbooks supports basic workflow capabilities and has been designed specifically to support common business processes.

Examples of processes frequently implemented in Workbooks include:

• Lead Conversion
  The process of taking a Lead, qualifying it according to your standards, and converting it into a sales Opportunity with the appropriate People and Organisation records.
• Transaction Document Process
  Creating Quotations from Opportunities, then Orders, then Invoices, and, if necessary, Supplier Orders (purchase orders) and Credit Notes.
• Customer Agreements
  Before you can process Orders, Organisations or People need to be approved as Customers.
• Document Control
  You can separate the ability to create “draft” documents and “posted” documents by roles, if appropriate.

Processes in Workbooks are underpinned by key elements of functionality:

• Queues
  The ability to assign a record to a queue, allowing multiple people to be notified that an action must be taken.
• Notifications
  Enabling users to be notified when they must complete the next step of the process.
• Permissions and Capabilities
  Controlling which users can view or modify certain record types and statuses.
• Field Continuity
  Values from fields automatically flow between records when one record is created from another. For example, if you have a custom field on a Lead and convert the Lead into an Opportunity, the values in the Lead fields will be carried forward to the Opportunity, as long as the field names are identical on both records.