Workflow/Status

For more details about managing workflow, explore these links:

See all workflow events in the deal log
Create notifications
Understand dependencies
Reset tasks
Skip workflow items
Ad hoc approvals, notifications and tasks

To access Backshop’s Workflow page, go to the Deal tab then click Workflow/Status.

workflowtab

Workflow Manager provides an overview of all critical events (approvals, notifications and tasks) that must be completed for a deal to close. It also provides an overview status of items completed and in process on a particular deal.

workflowpage