Managing Lead & Job Workflows
You've set up your workflows & created a lead or job, now you can manage your workflows by following the below steps. To view or change your workflow, go to Leads or Jobs from your user menu, open the lead you require & click on the 'Tasks' tab.
Let's take a look at the tasks screen, here you will see the workflow set to the lead along with the tasks.
Automation: once all of your tasks within a step have been completed or marked as N/A your job will automatically move into the next step, if the next step has a different status, this will update your lead or job status.
For example: if your last step has the status of 'Job Complete'. Once all tasks are marked complete or N/A your job will now show with the status of 'Job Complete'.
Change your Workflow:
Your workflow, as shown above, is your steps and tasks for the job. You can add new steps or tasks, delete non-required tasks or move your sections around by dragging and dropping them.
If you've amended a workflow within a lead or job & you want to save this, click the 3-dot menu next to your workflow and click 'Save as Workflow', rename your workflow as required & save!
If you chose the wrong workflow when you set up your lead or job you can change this by clicking the 3-dot menu next to your workflow & click 'Change Workflow'.
View or update a Task:
Option 1 - update multiple tasks: to update multiple tasks, you can click the checkboxes and use the 'With Selected' button (shown above) to Complete, mark as Not Applicable, Delete or Deselect all your checked tasks.
Option 2 - update a single task: simply click into the task you want to change. From here you can change any detail ranging from the start and target dates to allocated team members.
