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:
- State groups - what are they and how to configure
- Adding a New State
- State Visibility
- Extra Setting Intro
Extra Settings Per State:
- Features what features will be enabled in each state
- State Owners - which role will be managing ideas in this state and what transitions they can execute
- 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 Setting - how to check what setting have been enabled per state OR across all states
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
- State groups - what are they and how to configure
- How to progress ideas along the workflow