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
How do I add a new question?To add a new question go to app settings and press "Manage Questions" button.
Can I insert pictures in my FAQ?Yes! To add a picture follow these simple steps: Enter App Settings Click the "Manage Questions" button Click on the question you would like to attach a picture to When editing your answer, click on the picture icon and then add an image from your library
Can I insert a video in my FAQ?Yes! Users can add video from YouTube or Vimeo with ease: Enter App Settings Click the "Manage Questions" button Click on the question you would like to attach a video to When editing your answer, click on the video icon and then paste the YouTube or Vimeo video URL That's it! A thumbnail of your video will appear in answer text box
How do I edit or remove the "FAQ title"?"The FAQ title can be adjusted in the settings tab of the App Settings. You can also remove the title by unchecking its checkbox in the settings tab.