Skip to content
Swivel

Create & Configure

Workflows Configuration

Create and edit workflows.

Adding Workflows to Contacts

Section titled “Adding Workflows to Contacts”
  1. From the left-side main menu, click the Settings tab.
  2. Go to Data Setup tab > click Contact Types.
  3. From the Contact Types page > click the desired Contact Type you wish to build a workflow (ex. Individual).
  4. Go to Workflow Templates section > click +Add

Adding Workflows to Product Lines

Section titled “Adding Workflows to Product Lines”
  1. From the left-side main menu, click the Settings tab.
  2. Go to Advanced Setup tab > click Product section > click Product Lines.
  3. From the Product Lines page > click the desired Product Line (ex. Life Insurance) to be navigated to the corresponding page.
  4. Go to Workflow Templates section > click +Add

Adding Workflows to Product Types

Section titled “Adding Workflows to Product Types”
  1. From the left-side main menu, click the Settings tab.
  2. Go to Advanced Setup tab > click Product section > click Product Types.
  3. From the Product Types page > click the desired Product Type (ex. Term Insurance) to be navigated to the corresponding page.
  4. Go to Workflow Templates section > click +Add

Adding Workflows to Products

Section titled “Adding Workflows to Products”
  1. From the left-side main menu, click the Settings tab.
  2. Go to Advanced Setup tab > click Product section > click Products.
  3. From the Products page > click the desired Product (ex. Allianz 222) to be navigated to the corresponding page.
  4. Go to Workflow Templates section > click +Add

Adding Workflows to Opportunities

Section titled “Adding Workflows to Opportunities”

Sales Pipelines

Section titled “Sales Pipelines”
  1. From the left-side main menu, click the Settings tab.
  2. Go to Data Setup section > click Pipelines.
  3. From the Pipelines page > click the desired Pipeline for adding a workflow.
  4. Go to Workflow Templates section. See Creating Workflows Templates.

Sales Stages

Section titled “Sales Stages”
  1. From the left-side main menu, click the Settings tab.
  2. Go to Data Setup section > click Pipelines.
  3. From the Pipelines page > click the desired Pipeline > click the desired Sales Stage (ex. Qualify) for adding a workflow.
  4. Go to Workflow Templates section. See Creating Workflows Templates.

Adding Workflows to Marketing

Section titled “Adding Workflows to Marketing”

Campaigns

Section titled “Campaigns”
  1. From the left-side main menu, click the Settings tab.
  2. Go to Advanced Setup section > click Marketing & Sales > click Campaign Types
  3. From the Campaign Types page > click the desired Campaign Type (ex. Seminar) for adding a workflow.
  4. Go to Workflow Templates section. See Creating Workflows Templates.

Channels

Section titled “Channels”
  1. From the left-side main menu, click the Settings tab.
  2. Go to Advanced Setup section > click Marketing & Sales > click Channel Types
  3. From the Channel Types page > click the desired Campaign Type (ex. Email) for adding a workflow.
  4. Go to Workflow Templates section. See Creating Workflows Templates.

Events

Section titled “Events”
  1. From the left-side main menu, click the Settings tab.
  2. Go to Advanced Setup section > click Marketing & Sales > click Event Types
  3. From the Event Types page > click the desired Event Type (ex. Seminar) for adding a workflow.
  4. Go to Workflow Templates section. See Creating Workflows Templates.

Adding Workflows to Institutions

Section titled “Adding Workflows to Institutions”
  1. From the left-side main menu, click the Settings tab.
  2. Go to Advanced Setup section > click Product > click Institution Types.
  3. From the Institution Types page > click the desired Institution Type (ex. Insurance Carrier) for adding a workflow.
  4. Go to Workflow Templates section. See Creating Workflows Templates.

Creating Workflow Templates

Section titled “Creating Workflow Templates”

  1. Go to Workflow Templates section > click +Add button to create a new workflow.

  2. Complete New Workflow Template form. See Definitions.

    1. Attach To
    2. Name
    3. Description
    4. Default Assignee
    5. Position
    6. Automation Trigger Leave blank only for manual workflow types.
    7. Auto Complete Workflow Setting
    8. Enable Scheduled Workflows Setting
    9. Force Sequential Step Progression Setting
    10. Expires

  3. Click Save.

  4. From Workflow Templates panel, go to previously saved workflow > click Manage Steps

  5. From Steps pop-up window modal, click +Add Step button.

  6. Complete the following fields to add a workflow step. See Definitions.

    1. Name
    2. Duration optional
    3. Order
    4. Depends On optional
    5. Required optional
    6. Responsible
    7. Repeat steps 10-11 to add more workflow steps.

  7. Once complete, click Save.

  8. From the Workflow Templates panel, go to desired workflow action menu and click Publish.

Definitions

Section titled “Definitions”

Workflow Template

Section titled “Workflow Template”
Field NameDefinition
Attach ToDetermines the type of object the workflow will be associated with; once attached, the workflow and its steps will live on that object and be accessible from it.
NameThe name of the workflow.
DescriptionAdditional and helpful information about the workflow.
Default AssigneeIdentifies the user or Group assigned to this specific workflow. Leave blank to manually assign workflow steps to a user after workflow activation.
PositionThe order in which a specific workflow should display from a drop-down selection menu.
Automation TriggerThe specific action or requirement to automatically activate or run a given workflow. Depending on the workflow type, different automation triggers will be available. Leave blank for manual workflow activation.
Automatically complete workflow when all steps are completeAutomatically close an activated workflow once all steps are complete. This setting is enabled by default.
When disabled, the workflow will remain open and prompt the user to close manually by clicking the Complete workflow button.
Automatically start scheduled workflows at specified start dateEnables scheduling for the workflow template.
Force sequential step progressionWhen enabled, requires workflow steps to be completed in a logical or specific order or each step must be completed prior to moving on to the next step.
ExpiresSpecifies the number of days to transpire before automatically closing and expiring a workflow.

Workflow Steps

Section titled “Workflow Steps”
Field NameDefinition
NameThe name of the workflow step.
DurationSpecifies the estimated or allotted time (hours) to complete the a given workflow step and the following step. Duration is calculated in business hours and every block of 8 hours, represents 1 business day. For example,
• 8 hours = 1 business day
• 16 hours = 2 business days
• 24 hours = 3 business day
OrderThe order in which a specific workflow step should be completed within a workflow.
Depends OnIdentifies a pre-requirement, dependency or previous workflow step must be completed.
ResponsibleIdentifies the person assigned to a given workflow step within a workflow template.
Required?Identifies a required step to be completed within a workflow. When this setting is enabled, users will not be able to delete this step on an activated or running workflow.

Need more help?