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Workflow Settings

Workflow Settings

Owned by Kieran Mitchell (Unlicensed)
Last updated: May 16, 2023 by Lauren Strang
1 min read

All of your configurable Workflow Settings can now be found within their own section of Quotevine, this is to make editing and managing them easier for Administrators.

Head into your Settings and in the top right hand of the screen you will see a 'Workflow Settings' button:

Within this section you will find all of the below settings that allow you to configure your Quotevine based on your business' workflow:

  • Round Robin Groups

  • Actions

  • Checklists

  • Relationship Statuses

  • Opportunity Statuses

  • Proposal Statuses

  • Order Statuses

  • Contract Statuses

  • Contract Milestones

  • Date Milestones

You can select ‘Edit Statuses’ and add/remove the statuses for your workflow.

 

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