Most of our customers have several users working in Batchbook. I thought I’d take some time to go in depth on how to set up a shared workflow for multiple users. With automations, you can pass tasks between team members, keeping the ball rolling.
A workflow is a series of steps that your team needs to complete. In Batchbook, those steps often revolve around the contact. For instance, you may have a workflow to work with a new lead until they become a customer. Or you may have a workflow that your team follows to onboard new members to your service, or to provide quality support and follow up.
For my example, I’ll be creating a workflow that takes someone from a new contact to a fully onboarded client for a business services firm.Read More