Setting up Service Workflow
To run any business, the internal business process needs to be in the right place. In Agentcis, those processes are called Workflows.
In simple terms, Workflows are service processes to run your client’s applications for various services you offer in your agency business.
So, to create a workflow follow the given steps.
Step 1 - First click on the setting from the top info bar.
Step 2 - Select workflow
Step 3 -Select Add
Step 4- Give your workflow a name, for example, I am naming it Australian Education.
Step 5 - You need to select the Preferred Offices for workflow. (Note: Workflow will only be accessible for the office that you select here.)
Step 6 - You can see the two default stages are already here.
Step 7- Now add more stages and name all these stages.
For example, Application, Offer letter, Fee Payment, COE, Visa Application,
Enrollment and Course on-going.
Step 6 - To get more control over your process and improve your data in Agentcis, you can make some of the data input compulsory at each stage. Those include:
Start and End Date
Partners Client ID
Simply click these icons on the respective stage, where you want your team member to input the selected data while changing the respective application.
Step 7 - You can also select a Win stage from your workflow stages to confirm the conversion of the client’s application. In simple terms, the win stage determines the success of the Client’s Application.
Let’s make the enrolment stage our win stage, by simply clicking the trophy icon next to the stage row.
Step 8 - Save this Workflow.
Note: To add or edit the workflow the user should have permission as marked in the screenshot:
To edit the permission of the user, please follow the following link: https://support.agentcis.com/what-are-permissions-and-how-do-i-add-or-edit-them/