crosstowncrm / crosstown-crm

https://crosstown-crm.now.sh
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Implement standardized workflow processes #7

Open pomaking opened 4 years ago

pomaking commented 4 years ago

As an internal user, I want to be able to automate internal processes based on events or dates. Must be very simple for the end user. We don't want to give them many options...add task, Assign task to user, delete task, add date to task, require task to be completed before moving to next task

Example workflows: Closing process/due diligence workflow after contract signature, marketing workflows (https://www.modernmarketingpartners.com/10-hubspot-workflows-every-sales-team-needs/)

https://github.com/MrBlenny/react-flow-chart

https://www.tideflow.io/