Custom Workflow - AssignCRM

Custom Workflow

A good example of AssignCRM customization is customer onboarding. While the checklists allow you to manage workflow as a simple list of tasks that need to be completed, often onboarding involves a lot more than just this.

Using WorkflowFirst you can have separate forms each each stage of the workflow. For instance perhaps you have a stage where someone does the background check. To complete that stage (task) it could pop up with a form where they attach the result of the background check.

With WorkflowFirst you can also have multiple stages going on in parallel, and then have another stage continue when all parallel stages have completed. You can add validation checks to make sure that all data was entered correctly, and custom notifications to ensure that everyone is on the same page.

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