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 to review your workflow or for assistance to set it up.
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