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Create your own workflow guides

Updated on 20 Oct 2021

Workflow guides, such as the sales guide and project guide, help users stay in control and work according to best practices. In this how-to guide you will learn about workflow guides for both Sales and Projects in SuperOffice CRM, and how they help your users stay in control of every step in the process, ensure all projects are delivered on time and all sales opportunities are followed up.

Without a pre-defined workflow guide, it’s easy to lose control, especially when juggling multiple projects or sales at the same time. You may lose sight of the things that need to be done during each stage of your project or sales, and as result – miss your deadline.

Work in a more structured way

Every project and sales opportunity will have a status that indicates how far you are into your process – it’s called a milestone. A project can be “Planned”, “In progress” and “Completed”, for example. And a sale can have the status: “First meeting”, “Proposal” or “Verbal acceptance”.

Every status in your workflow guide contains the necessary follow-up activities and documents, to guide the user through the entire process.

You can create a different guide for each type of project or sale you use. Your guide will be available when a new sale or project is created.

When one of the stages in your guide is completed, SuperOffice CRM will automatically prompt the next step, so that you could plan your next activity straight away. This way you’ll know you are in control, and you’ll never miss another milestone.

The project guide screen in Project let you to easily get an overview of the projects progress.Use a project guide to easily control the progress of your project. You can change the project guide in the Workflow screen in Settings and maintenance

Design your own guide

In the Workflow section, you can design and implement your own workflows for your project and sales guides.

When you create your own guide, you can determine the statuses, as well as the activities and documents you wish to use per status.

The best way to define your own project or sales guides is to discuss and agree on your best practice statuses with your colleagues. Different sales and projects might need a different approach and perhaps a different guide. Just remember – you can create multiple guides for both sales and projects.

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