Workflow settings
Workflow settings
10 articles
- Workflow SettingsOverview of the Workflow Settings within Accelerate, where you can configure statuses and actions to tailor the system to your business.
- ActionsA guide on how to create and manage automated actions within Accelerate, including attaching them to specific statuses.
- Round Robin GroupsHow to create and manage round robin groups in your workflow settings.
- ChecklistsA guide on creating and using checklists within Accelerate to ensure users complete necessary steps when changing statuses.
- Proposals ListA guide to explain how to control which proposal statuses are displayed.
- Object Level ChecklistsLearn how to create object level checklists in Accelerate. These checklists are flexible and not tied to status changes.
- Status DurationHow to configure status durations to highlight when an Opportunity, Quote, Proposal, Order, etc has been in a particular status for too long
- Custom StatusesA guide to creating and managing custom statuses in Accelerate, including setting status paths to control workflow progression.
- Date MilestonesTrigger actions based on key dates in Workflow Settings. Set Date Milestones to MOT Expiry, Delivery Date, etc.
- Trustpilot Email ActionSet up Trustpilot automated feedback emails in Accelerate: a step-by-step guide.