Status Automation

We have implemented status automation in Prefex CRM to streamline our client workflow and ensure timely updates on the progress of various tasks and processes. We have built this module from scratch on the basis of client requirements.

1. Define Statuses : Begin by defining the different statuses that are relevant to client business processes. These could include statuses such as "New," "In Progress," "Under Review," "Completed," etc. Tailor the statuses to match client’s specific workflows and requirements.
2. Workflow Mapping : Map out the workflows for different types of records or processes within Prefex CRM. Determine the sequence of statuses that records should progress through as they move from initiation to completion.
3. Automation Rules : Configure automation rules within Prefex CRM to automatically update the status of records based on predefined conditions or triggers. For example, you could set up rules to automatically change the status of a task to "In Progress" when it's assigned to a team member, or to "Completed" when all subtasks are finished.
4. Notification and Alerts : Configure notifications and alerts to keep relevant stakeholders informed about status changes in real-time. This could include email notifications, in-app notifications, or automated messages sent via other communication channels.
5. User Permissions : Define user permissions to control who can update statuses and configure automation rules within Prefex CRM. Ensure that only authorized users have the ability to make changes to critical status settings.

By implementing status automation in Prefex CRM, everyone can improve efficiency, visibility, and accountability across your organization's workflows, leading to smoother operations and better outcomes.

Status Templates can be found in the dropdown of the utilities. So if you want to check how this works then click on the status templates.

You can edit and delete status also, like the screenshot above.

Let’s create a new status template then simply click on the “New Status Template” button and then a new popup will appear like the screenshot below.

Here you can mention template name as per your choice and accordingly you can enter multiple questions. After that you can select status and you can select multiple status also like the screenshot below.

Then you will have to mention the type. Now from type you can select text and dropdown like screenshot below.

If you select dropdown then one more field will be added with the name of “status type” like in the screenshot below.

Now select type has two options: staff and other like the screenshot below.

If you select other option then a new field will be added like the screenshot below.

Now here you will have to mention dropdown values. And after filling all the details you can save the status template.

This is how you can use this module.