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Process Manager

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Owner:Public
Last Update:6/18/2009 1:19:21 PM
Process Manager ensures your staff follow standardized procedures to reach out to and respond to customers and members, both current and prospective.
Business Processes
Title: Business Processes
Description:

SEDONA comes pre-loaded with sample business processes or "work flows".


Customize Stages and Reminders
Title: Customize Stages and Reminders
Description: Easily customize the stages of your business processes.  Add reminders and escalations so opportunities are never lost.
Custom fields
Title: Custom fields
Description: Create custom fields to capture the information you need.  Custom fields can be grouped together to create profiles.
Referral Tracking Report
Title: Referral Tracking Report
Description: Track referrals, sales activities, or any other process with the information you need to see.