Stephen Nurse
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Project item: ATS Template
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<p>Workflow from Website Contact to User</p><ul><li>The objective here is to automate the process of converting a Website Inquiry into a User</li><li>Form received from client (in Website contacts). </li><li>To do<ul><li>Allow multiple entries on the checklist</li><li>Add field in Products for “Include in Contact Form” and references in the Contact Us form</li><li>Add input in CompanyDetails as to whether to receive an alert with a new Inquiry</li><li>And ‘Email’ text in Product form</li></ul></li><li>Office_Staff decides to accept a Website Inquiry or not (perhaps automate this). <ul><li>Converting to User creates a New User with the credentials provided in the Website Inquiry. </li><li>Sends a generic email</li></ul></li><li> </li></ul>
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