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

Next: User Management