With the Organilog Offers module, you can create your own workflow as a Kaban board.
For example, it is common for companies to define several categories for their offers. The tool is perfect for better overview and handling.
Here are examples of two standard workflows:
Standard sales process:
Prospecting
First call
Demo
Offer
Close deal
Tender response process:
Tender evaluation
Project selected
File finalization
File submitted
Step 1: Go to the Offers module and activate the Workflow/Kanban view
Step 2: Display the group tab
Go to Display Options > Check Group Tabs box > Click Save
Step 3: Create your groups
Once the Group tabs is displayed. You can start creating your activity group.
The video below shows the following:
Access groups
Add a group
Edit an existing group
Step 4: Assign steps to an activity group
The video below shows the following:
Go to the Stages category.
Add a step
Edit the steps
Step 5: Arrange step orders
Step 6: Use the view
You can now navigate between your different workflows. It is possible to scroll through your different offers by using the horizontal slider at the bottom of the page. The module also allows you to drag offers from one stage to another by dragging and dropping.
