In this part of Settings, you can prepare sets of actions (or describe business processes).
Sets of actions are truly powerful tool in managing daily business processes. The number of Sets of actions is unlimited. We recommend, at the beginning of business, to describe as many processes, as possible, and enter their possible variations as Sets of actions. Sets of actions created here can be assigned in the majority of modules, in tabs ‘Actions’.
Sets of actions consist of Events and Tasks. For Events and Tasks, you can define the values of the fields, which will be after adding Events and Tasks.
Important fields that are to be filled out in order to make sure that Set will be correctly assigned to Contact, Company, Project or Lead:
- ‘Opening’ and ‘Number of days’. After selecting that opening is ‘days from opening’ and the number of days, for example, is 3, this would mean that, having assigned Set of action to, say, Project, opening date of Event or Task will be 3 days from the beginning of the process.
Example
If, assigning Set of actions to Project as a whole process, you select 20/02/2014, then then Events and Tasks will be carried out as follows:
In Sets of actions, an unlimited number of Events and Tasks can be assigned. Next to Lead’s list of Events, the main Event’s information (date, name and status) is provided. The number in the brackets, for example, (2), shows the number of the related Tasks.
To assign a task for a specific event, select the event by pressing the arrow , then the event turns blue; by pressing ‘+’ in the list of Tasks, the task will be automatically assign to the selected Event.
In the column ‘Job order’, you can define the job order in which you want to see lists of Events and Tasks in Sets. However, when assigning Events and Tasks of Sets, say, in Project, their Job order is defined by dates.
For convenience, Sets of actions can be doubled, so that you could quickly generate different variations of processes.
