Workflow Builder
Design and customize workflow templates
Stage Pipeline
1
waving_hand
Initial Contact
First touchpoint with client
check_box Welcome email sent
check_box Intro call scheduled
check_box Preliminary info collected
SLA: 2 days • Auto-notify: Yes
2
fact_check
Needs Assessment
Evaluate client requirements
check_box Discovery meeting held
check_box Requirements documented
check_box Scope defined
SLA: 3 days • Auto-notify: Yes
3
description
Proposal
Create and present proposal
check_box Proposal drafted
check_box Internal review passed
check_box Client presentation
SLA: 4 days • Auto-notify: Yes
4
gavel
Contract Review
Finalize legal agreements
check_box MSA drafted
check_box Legal review complete
check_box Signatures obtained
SLA: 3 days • Auto-notify: Yes
5
rocket_launch
Kickoff
Launch the engagement
check_box Kickoff meeting held
check_box Team introductions
check_box Project plan shared
SLA: 2 days • Auto-notify: Yes
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ACTIVE
Client Onboarding
5 stages • SLA: 14 days • 5 active instances
approval
Project Approval
4 stages • SLA: 7 days • 3 active instances
description
Document Review
3 stages • SLA: 5 days • 3 active instances
trending_up
Proposal Pipeline
6 stages • SLA: 21 days • 4 active instances
policy
Compliance Audit
4 stages • SLA: 30 days • 3 active instances
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