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Shreeya Dangol
Written by Shreeya Dangol

What is a Workflow?

Workflows are key business processes involved in the 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 the 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 list the Workflows that have been created. Further, you can add and update Workflow.

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