Workflow settings
Workflow settings
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.
Contract MilestonesTrigger Actions at Contract Milestones: A Guide to Setting Up in Accelerate
Trustpilot Email ActionSet up Trustpilot automated feedback emails in Accelerate: a step-by-step guide.