Workflow Management

3GB workflow comes with a number of tools such as user configurable Status, Actions and Case Requirements, combined with the system configuration features and the system templates 3GB workflow provides a number of powerful sales automation capabilities.

The Sales Pipeline

The 3GBusiness sales process is totally configurable, with the ability of adding as many Sales Pipeline Statuses, Actions and Case Requirements as required. It is also possible to create multiple sales departments with different sales processes per department.

A Status is a specific stage in the sales process, a case requirement is a task required to be completed, usually triggered as a successor to a status change and without a specific date to be completed and an Action can be described as a manual or automated task that needs to be carried out by a specific date.

Workflow Management - Customise 3GB to suit your sales process
	Actions - Ensure highest level of customer service (customers ALLWAYS have an action)
	Status - Easily create an follow consistent department specific sales process
	Case Requirements - Create organisational libraries and automate with Event Manager
	Action Triggers - Use the Event Manager to auto generate FESQL
	Automatically Assign Tasks - Utilise the status tools to auto generate specific actions
	Workflow Automation - Setup workflow items to auto trigger through each sales stage
	Send Custom Templates - Send FES and auto 30 day follow-up action and Event.
* FESQL = Fax, Email, SMS, Quotes and Letters