How to Customize Workflows

1. Click the Gear icon

2. Click "Account Administration" from the dropdown menu

3. Navigate to the menu on the left of the screen and click "Statuses"

4. Click the "New Status" Button

5. Type the name of the status into the "Name" field

6. Type a description of the status into the "Description" field

7. Click the "Text Color" dropdown

8. Select a color from the dropdown menu

9. Click Apply

10. Click the "Background Color" Dropdown

11. Select a color from the dropdown menu

12. Click "Apply"

13. Click "Save"

14. Your New Status will Show on the Statuses Page

15. Repeat this process for all the Statuses you would like to create

16. Once all statuses are created, navigate to the menu on the left of the screen and select "Workflows"

17. Click "New Workflow"

18. Type the name of your new workflow into the "Name" field

19. Click "Save"

20. Type a description into the "Description" field

21. Click "Add New Status"

22. Select the statuses you would like to add to the workflow from the dropdown menu

23. The statuses selected will populate to the workflow

24. Hover over each status and click the Up or Down arrows to change the order of the statuses

25. Click "Save"

26. Your new workflow will show on the "Workflow" page

27. Navigate to the "Quotes", "Sales", or "PO's" page

28. Navigate to a Quote, Sale, or PO for which you would like to change the workflow

29. Click the "Workflow" dropdown

30. Click "Workflow" type dropdown

31. Select your customized workflow from the dropdown menu

32. Your new workflow will populate in the "Status" section