GoKickSales is designed with an Automation Workflow feature which allows you to create rules, assign tasks, send out alerts, and create follow-ups. This feature provides a way to easily organize and automate tasks to save time. You can also create a workflow for various modules of the GoKickSales. The Automation Workflow feature can be accessed […]
Create a new workflow alert to receive the notification about the workflow activity. 1. Select Name of the Alert 2. Select Module 3. Choose Email Template 4. Choose recipient by selecting the user and by clicking on the arrow which would be shown on the right box. 5. Add more recipients by entering their email […]
Create a new workflow task by clicking on the Create New button. 1. Select the module (i.e. Lead) from the drop down menu 2. Enter the subject of the task 3. Enter the due date for completion of the task 4. Select Status, Priority, Team, or Assigned User of the task 5. Select the Type […]
You can create new follow-up rule by defining the lead to be followed or not to follow:- 1. Select the module. 2. Enter the name and description of the rule. 3. Define the action (i.e. Follow or Unfollow). 4. Submit the rule for action.