Qmarkets provides comprehensive setting capabilities to help you determine not only what states are included in the funnel, but also what is happening in each state, who is the owners, what notification will be sent etc.
Watch the below videos to learn what are the capabilities and how to use them.
Workflow States:
Extra Settings Per State:
- Features
- State Owners - which role will be managing ideas in this state
- Auto Transition- what automatic transitions should be executed in each state and based on what rules
- Workflow Fields - what additional info should be collected in each state
- Notifications- what notifications should be sent, when and to who
- Review Changes
Feature Settings:
Related Articles:
- Role Management- how to create roles, and what should be the assignment method.
- Auto Assignment - How to assign users to roles to be responsible to track, manage and process the ideas in each state
- State Visibility Settings