Workflow Settings

Usage

Workflow settings allow you to customize CRMdesk’s roles and user settings, as well as the capabilities for automatic question processing and e-mail notifications. By adapting the workflow elements to your needs, you can achieve substantial processing time reduction and increase customer satisfaction.

Areas

Workflow Settings covers the following areas/issues:

• Roles Management – creating and managing roles to be used in the system.

• User Management – creating and changing accounts for users of the CRMdesk system.

• Notifications – e-mail message templates and rules for their application. Notifications are used to inform customers and users when a question is created or updated.

• Workflow Automation – describes automation mechanism and the available options for its customization.

Next: User Management