Workflows and Deals

Dalibor Ivkovic avatar Phillip Djukanovic avatar Messias Colle avatar +4
31 articles in this collection
Written by Dalibor Ivkovic, Phillip Djukanovic, Messias Colle and 4 others

How to create and manage Workflows?

Create custom and multiple workflows, add or delete stages, assign users and automation to each of them
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Impact of permissions to deal, contact and task visibility

Seeing information under various permission settings
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

How to unlock settled deal?

How to open locked deal(s)
Mina Rakocevic avatar
Written by Mina Rakocevic
Updated over a week ago

GEM NZ - Refix Imported deals

How to do a refix from deals imported from other CRM
Messias Colle avatar
Written by Messias Colle
Updated over a week ago

Managing deals migrated from Baseplate

How to manage data imported to GEM from Baseplate
Messias Colle avatar
Written by Messias Colle
Updated over a week ago

GEM NZ - post deal to commission

What is the required information to be able to process commission
Messias Colle avatar
Written by Messias Colle
Updated over a week ago

How to import data

Import deal, contact, note, task
Nick Nikolic avatar
Written by Nick Nikolic
Updated over a week ago

Managing imported data

Best practices to handle data migrated to Salestrekker from other CRMs
Messias Colle avatar
Written by Messias Colle
Updated over a week ago

GEM NZ - Baseplate Migration

Deals and tasks imported from Baseplate to GEM
Messias Colle avatar
Written by Messias Colle
Updated over a week ago

How to Proceed to Apply Online

Filling out necessary requirements to lodge to Apply Online
Matthew avatar
Written by Matthew
Updated over a week ago

Company ABN search

Verifying company contacts and employers
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Using integrations to verify client's position

Verifications of phone, email, address, credit checks, ABN lookup, social profile, income and expenses and property searches.
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Add guarantors in deal.

How to add guarantors in deal.
Zac Munjiza avatar
Written by Zac Munjiza
Updated over a week ago

Quick Reports

Setup quick reports, export them as CSV file or print them.
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

Advanced reports

Creating and using advanced reporting option; advanced reports, custom reports.
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

How to delete (remove) contact

Removing contact from contact tab
Mina Rakocevic avatar
Written by Mina Rakocevic
Updated over a week ago

How to delete contact from deal

Deleting contact from a deal
Mina Rakocevic avatar
Written by Mina Rakocevic
Updated over a week ago

Workflow stages - additional options

Stage is Milestone or a step. Fact Find is editable or read only. Deal probability by stage. Set when deal gets stale in a stage.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Using Labels for Deals and Filtering

How to assign labels to a deal, how to label documents and tasks inside a deal and how to configure filters based on labels
Nick Nikolic avatar
Written by Nick Nikolic
Updated over a week ago

Deal Team members

Assign Team members to a deal so non-admin users can see and access ticket and also receive all Deal notifications and updates
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Duplicate Deal (and Client Profile / Fact Find information)

How to duplicate existing deal and Client Profile / Fact Find information for new application with same client
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Recover deleted Deals

Undo deal deletion. Undelete deals.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Change Deal Tile Colour

How to change deal tile (card) colour
Dalibor Ivkovic avatar
Written by Dalibor Ivkovic
Updated over a week ago

No Deals option in main menu

I logged in and I can't see Deals in main menu bar.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Filtering Deals

How to filter deals in workflow and how to make custom filter templates
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

How to change Deal status or delete it?

How to Delete/Pause deal or mark deal as Won/Lost.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Working in Deals - Notes, Tasks, Document, Client profile/Broker tools

Use Notes, Tasks, Files, Client profile or Broker tools to capture all necessary informations and updates about a deal
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Workflow type for Specific Business Activity

How to set workflow type to contain details needed for different business activities (Home Loans, Insurance, Asset Finance etc.)
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Moving Deal through the workflows and stages

How to move and progress deals to different workflow
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

How to delete or duplicate workflow?

Perform workflow actions to delete or duplicate workflows.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago

Workflow Project view

What is project view of workflow? How to setup and how to use it.
Phillip Djukanovic avatar
Written by Phillip Djukanovic
Updated over a week ago