Follow up Sales Orders
To start to manage Sales Activities that includes various roles in all departments, a workflow is a must in our ERP system. This will help automate staff's necessary actions over notification channel and dashboard.
So, staffs cannot miss any actions. Your data cannot be duplicated as each job must have a responsible to handle. And all the history of those activities are track through this workflow.
The bellow is a standard Sales' Workflow. This can be customized to another complicated workflow to adapt to various business workflow.