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.
Step 2: Enter your information to register
Step 3: Confirm your email address
Step 4: Authorize your CRM (in this case we are authorizing SFDC)
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)
Step 5: Define your sales process with drag/drop user interface
Step 6: Manage everything (billing, sales team, sales process definitions+ more) all in one place via your Dashbaord.
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