- Workflow

Workbooks supports basic workflow capabilities and has been designed specifically to support common business processes. 

Example processes that are frequently implemented in Workbooks include:

Process flows in Workbooks are underpinned by key elements of functionality:

  • Queues: The ability to assign a record to a queue, allowing multiple people to be notified that an action must be taken;
  • Notifications: Enabling users to be notified that they must complete the next step of the process;
  • Permissions and Capabilities: Controlling which users can view or modify certain record types and status;
  • Flowing Fields: Values from fields automatically flow between records when one record is created from another.  For example if you have a custom field on a Lead and convert the Lead into an Opportunity, the values in the Lead fields will be carried forward to the Opportunity as long as the field names are identical on both records.