Workflows are key business processes involved in a complete delivery of service your agency provides. There are different stages involved in this process. Stages in the workflow are the processes a client has to go through in order to acquire a complete set of services. These stages can be added or edited by the Owner/Admin User.

This setting page allows Owner and Admin to create, view and manage workflow, related to the service offered by your Agency. By default, Agentcis provides one workflow labeled as “Sample Workflow (Australia Education)” for your convenience, which can be edited as per your requirement.

Workflow Settings lists the Workflows that have been created. Further, you can add and update Workflows.

General Services – the list of workflows that have been created
Total Partners – the total number of partners associated with a workflow
Status – the status (active/inactive) of the workflow
Actions – icons for making changes to the workflow
Was this article helpful?
Thank you!