Workflow Grouping by Row

When you create or edit a FuseDesk Workflow, you can optionally group your cases into rows. You can group your cases by Rep, Department, Status, or Contact. Grouping your cases in a workflow allows you to further visually organize your cases. For example, if you service clients and have multiple open cases at a time Keep Reading...

Setting up a Sales Pipeline in FuseDesk

You can easily use FuseDesk Workflows to create a Sales Pipeline for your team in just a few quick steps. Head to Workflows and click the Plus button to create a New Workflow. Name your Workflow something like "Sales Pipeline". For Column Field choose Case Tags. For View Filter you'll likely only want the Status Keep Reading...

Using Workflows in FuseDesk

FuseDesk Workflows empower your team to easily move cases through your business processes and leverage Automations in FuseDesk. FuseDesk Workflows help you with Kanban Boards, Sales Pipelines, Client Projects, ToDo Lists, and more. Service based business moving Work Orders through a pipeline love FuseDesk Workflows. Sales organization moving prospects through a Sales Pipeline love FuseDesk Keep Reading...

Configuring Automations for FuseDesk Workflows

As you move cases between columns in FuseDesk Workflows, you can configure Automations to run. At the top right of each column you may find an Automation icon. Hover over the Automation icon to see what Automations may already run for cases as they enter the column. You can also typically choose to create a Keep Reading...