Learning How to Use Cloud Workflow

The following are links to help you become a pro at Cloud Workflow. Before diving in, however, you’ll first need to be familiar with the structure of Method:CRM. Cloud Workflow is an application that works with Method:CRM Pro, and the screens that make up Cloud Workflow are built to integrate with the Method:CRM platform.

Cloud Workflow is designed to be used by multiple levels of staff in a firm. Depending on your position in your company, you may only need to understand the staff role. If you are a manager you’ll need to have a working knowledge of all the phases in this outline.

Phase I – Getting it all set up

• Getting Started with Cloud Workflow

Phase II – Understanding the manager role

• Managing Your Staff
• Adding Assigned Work
• Recurring Activities

Phase III – Staff workflow

• Which browser
• Performing work in Cloud Workflow