ATS Template

Status: Complete   |   Priority: 85
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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
  •  
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