Start from a template

New form entries go to the sales team in turn.

1. New form entry
2. 1Create contact
3. 2Assign in turn

The whole team sees every win right away.

1. Deal is won
2. 1Notify channel
3. 2Create kickoff

High priority goes straight to whoever is on call.

1. New ticket
2. 1Check priority
3. 2Page on call

Two days after closing a short survey goes out.

1. Ticket closed
2. 1Wait 2 days
3. 2Send survey

Overdue invoices get a reminder in three steps.

1. Invoice overdue
2. 1Send reminder
3. 2Second notice after 7 days

On the first of the month revenue and open items go to the leads.

1. On the 1st of each month
2. 1Build report
3. 2Send by email