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A visual step-by-step workflow process with required columns and custom permissions in each step.
How does it work?
Workflow has 3 major functionalities:
Structured Workflow - Set a mandatory order in the status column labels,
e.g: I want every sales opportunity to go through this process:
lead -> qualification -> closure (no way to skip qualification)
Required columns per each step, it will not let the user go to the next step without populating selected columns.
e.g you cannot finish the qualification stage without filling the timeline column
Permission settings to your process, allowing only permitted personnel to perform a specific step.
e.g only manager can approve a special discount
Install Workflow Templates
Introduction of Workflow
Workflow Configuration Tutorial
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