Workflow helps you in automating your support process. Using workflow, you can assign requests to support reps based on predefined criteria, set request due date based on priority, create task, send notifications e-mail & update fields.
Repeat tasks which are carried out manually can be automated using workflows.
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Workflow Tasks
Workflow Tasks are assigned to the users when the associated workflow rules are triggered. A workflow task can be associated to a workflow rule, when you want to create a task and assign it to a user, upon triggering the rule. Availability Profile ...
What are Workflow Rules, Workflow Alerts, Workflow Tasks & Workflow Assignment Values?
Workflow Rules Workflow Rule helps you to specify, when a workflow should be triggered & be executed ( based on criteria ). Workflow Alerts Using Workflow Alerts you can send automatic pre-defined e-mail notifications when a workflow is executed. ...
Workflow Rules/Alerts
Workflow Rules in CRM, are a set of actions (alerts, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts, assigning tasks and updating certain fields of a ...
Workflow Field Updates
The Field Update option helps you to automatically update certain field values in the records, when the associated workflow rule is triggered. Availability Profile Permission Required : Users with the Administrator profile can access this feature. To ...
How can I use Workflow?
Workflows are available in the following modules, Requests, Solutions, Contacts, Accounts, Contracts & Products In all organization, a pre-defined process will be followed for assignment of tickets, tracking status, setting due dates & sending ...