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