Some Inquiries Should Be Sent to the Sales Department

Tuesday, March 1, 2011
Inquiry Management is, actually, a business flow that requires collaboration between departments.

Specific needs differ depending on the business, but a frequent one is the hand-over to sales. Today's sample workflow adds a task for the sales department's action towards prospective clients (6. Sales Action).

Of course, this added task is one that involves several steps, such as "specify sales staff member," "Phone and set appointment" and "report results of visit" tasks.

When all of these tasks are included in a separate workflow exclusively for the sales department, the initial inquiry response workflow can merely send the data automatically.