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Getting Started with FlowWright Sales Process Automation: How To Get Set-up 

Posted by FlowWright on Feb 27, 2018 12:33:27 PM

Registering your team is as easy as 1-2-3. Follow these steps to get your team set up with the FlowWright Sales Process Automation tool. 

Step 1: Register/Log-in on the home screen. 

sales automation tool screenshot home register v1.jpg

Step 2: Enter your information to register

registertation and sign up scree shot .jpg

Step 3: Confirm your email address

confirm reg screen to check email .jpg

email confirm screen .jpg

email confirm screen step 2 now set sales people .jpg

Step 4: Authorize your CRM (in this case we are authorizing SFDC) 

authorize to sales force connections screeshot .jpg

Step 4: Select your sales team (these are folks that are going to get tasks in their CRM based on opportunity activites they are working) 

simply check mark sales reps to have follow the process in CRM .jpg

Step 5: Define your sales process with drag/drop user interface 

define sales process and drag and drop as needed .jpg

Step 6: Manage everything (billing, sales team, sales process definitions+ more) all in one place via your Dashbaord. 

dashboard mangement UI sales process flowwright.png

Still have questions? CLICK HERE to set up time to talk! 

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Topics: CRM integration, CEO Strategy, sales process automation, sales revenue