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How to Create an Advanced Workflow

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Creating an Advanced Workflow

Back To The ProphetCRM Beginner's Guide

Advanced workflows allow you to automatically create personalized content that you can send to your customers with just a few clicks, saving you time and enhancing the existing customer relationships you have.

Step One: Navigate to any of the manager menus and select Prophet Administrator for the Tools drop-down menu

Step Two: 
Open the Sales Automation tab and click the New button

Step Three: 
Fill in the File Name and select the Action Type you wish to create and press the OK button

Step Four: 
Open a separate Microsoft Word document and compose the message you wish to save to the workflow

Step Five: 
Inside of Microsoft Word right click on the upper blue tabs and select the Customize Ribbon option and then select the Developer box

Step Six: 
From within the Developer tab insert interactive features such as drop-down menus and date fields 

Step Seven: 
Use the Properties option to customize their appearance and capabilities

Step Eight: 
Copy and paste the finished message from Microsoft Word back into the workflow template and press Save Template button

Step Nine: 
The template will appear in the templates list of the Sales Automation page, to use it select the template and press the Assign button, check the Assign Workflow Template box and choose which stage you wish to assign the workflow to. Then press the Save button

Step Ten: 
Launch the workflow by opening an opportunity in the stage you assigned it to and pressing the Stage button 

Congratulations! You've just mastered Prophet's Advanced Workflow Tool!

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