Workflow – concepts, basics & settings
Worksorted’s workflow facilitates the inclusion of external referral source partners, or external service providers (such as para-planners and offshore data processing team members). The license fee structure for Worksorted allows for an unlimited number of user to be connected to your financial services firm’s Worksorted CRM, so that you can control the way in which external parties engage with your firm. Worksorted offers each users – whether inside or outside you practice – to become heavily engaged in your day to day workflow activities, with notifications send via email or SMS when relevant activities occur in your task workflow – such as new items created, items being assigned to someone to do, or due dates for tasks being reached. It is simple, powerful workflow solution, suitable for any financial services advice business.