Do you have examples of when to use tasks and workflows?
Do you have examples of when to use tasks and workflows?
Consider the following scenarios:
Scenario #1
Agent John Smith completed a client appointment with Jane Walker. During their appointment, Jane shared that she will be retiring in June. John wants to create a reminder to send her a Happy Retirement card.
For this scenario, we recommend creating a task as your reminder. However, if you find yourself doing the same action repeatedly for more clients, you can also create a workflow.
Scenario #2
Agent John Smith has just completed product training for a new carrier he’s contracted with. During his training he learned that he needs provide prospects specific information when making a proposal. To meet compliance, he also has to ensure to information is obtained and stored when submitting an application. After the application process, is funding and purchasing the product and finally delivering the policy. Within each of those stages there are a series of steps that need to be completed prior to moving onto the next stage.
In this scenario, we recommend implementing a workflow(s). There is a high likelihood that the same stages and series of steps will be needed every time a potential sale is in process.
Do completed tasks still show up in Swivel?
Do completed tasks still show up in Swivel?
Once a task is marked Completed, it will no longer be visible from the dashboard widget. If you need to see previously completed items, navigate to the contact record, click Tasks and click on the eyeball icon.
Do completed workflows still show up in Swivel?
Do completed workflows still show up in Swivel?
Yes! You have a few options on viewing completed workflows.
Option 1: Go to the Workflows tab on the navigation menu, and filter by Completed.
Option 2: Go to the Workflows tab on the navigation menu, and filter by Date (when the workflow was completed.
Visit our Consolidated Workflows View to learn more!
Option 3: Navigate to the associated contact and select the Workflows tab, and click History.
Do you have any examples or templates I can use to create a workflow?
Do you have any examples or templates I can use to create a workflow?
Please contact us at [email protected] to request workflow templates.
Can I automatically assign workflows or workflow steps?
Can I automatically assign workflows or workflow steps?
Yes!
Will I be notified if I'm assigned a workflow or a workflow step?
Will I be notified if I'm assigned a workflow or a workflow step?
Yes! You will receive an email notification letting you know that a workflow has been assigned to you and/or that you have been assigned a workflow step.
Where do I build new workflows?
Where do I build new workflows?
Currently, Swivel supports workflows at the Contact Category, Product, Opportunity, Sales Pipelines, and Marketing levels.
Can I schedule a workflow to run at a later date?
Can I schedule a workflow to run at a later date?
Yes! Visit our Schedule Workflows section to learn more.
Can I have a workflow start automatically?
Can I have a workflow start automatically?
Yes! Swivel Workflows can either be manual meaning no automation triggered or automated meaning the workflow will automatically run when a specific action is triggered. To learn more, check out our Workflows section.
If there is no one assigned to the workflow automatically, who gets the alert?
If there is no one assigned to the workflow automatically, who gets the alert?
The workflow will automatically assign the workflow steps to the person who initiates or runs the workflow.