Navigation: DevMan functions
Combine DevMan milestones and workflow features to manage key steps, communications, reminders and reporting.
•Track key milestones for applications, approvals, donations, regular donors and more
•Automate personalised template-based communications to contacts
•Pass the baton to team members with notifications and reminders
•Set rules to escalate applications where actions are incomplete
This tutorial demonstrates setting up an application workflow.
This concept applies to all workflows.
Workflow rules are added by a system administrator.
Please contact our support desk for assistance.