Use Cases

Prebuilt or Example Processes

At Risk Process
An At Risk process can be used to identify customers that are "at risk" of being lost and to document measures taken to mitigate potential MRR los...
Fri, 3 Dec, 2021 at 3:27 PM
SPIFF Tracker Process
The SPIFF Tracking process allows you to keep track and manage your incoming SPIFFs. You will be able to see which SPIFFs have been paid and which ones are ...
Mon, 28 Feb, 2022 at 10:10 AM
Software, Services, Accounts Process
When your business uses Software and Services from many different sources, it can be difficult to keep track of all the information pertaining to each one. ...
Fri, 25 Mar, 2022 at 2:40 PM
QR Code
Start a Process as a Guest User with QR Code With the creation of a Guest User (Guest Users - Role Setup, Logon and +Start Links) you can then create your ...
Mon, 16 May, 2022 at 8:27 AM
Agency Onboarding Process
The Agency Onboarding process is a convenient way to track and ensure new agencies receive a consistent experience when starting with your company. Document...
Fri, 13 May, 2022 at 1:19 PM
Marketing - Event Budget Process
The Event Budget Process will allow you to keep track of your team's Marketing spending as well as request budget approval from the rest of the team. T...
Fri, 13 May, 2022 at 11:33 AM
Marketing - Effort Tracking Process
The Effort Tracking Process will allow you to keep track of marketing efforts such as Pay Per Click advertisements, Internal Email campaigns, and Trade Show...
Fri, 13 May, 2022 at 11:32 AM
Marketing - Marketing Assets
The Marketing Asset Process is a simple Process that will allow you to keep track of all your asset in one place. You can keep track of links, images, video...
Fri, 13 May, 2022 at 11:31 AM
Marketing - Marketing Ideas/Opportunites
The Marketing Ideas/Opportunities Process will allow your users to submit their own Marketing ideas. You can set your own status for Ideas that are being pl...
Fri, 13 May, 2022 at 11:33 AM
Marketing - Marketing Intake Form
The Marketing Intake Form allows users to make requests for things like new business cards, social media campaigns, updating web content, and so on. This Pr...
Fri, 13 May, 2022 at 11:32 AM