Agnitio Workflow Overview
Agnitio Rainmaker and/or Agnitio Live enable fully compliant remote detailing.
Your Agnitio app and actisCRM synchronise to ensure your customer list is always up-to-date in Agnitio, and calls and meetings made using Agnitio are added straight back to actisCRM.
Depending on the information available your calls and meetings will be added to actisCRM either as a completed call or a workflow task. The workflow is like this:
The Workflow Task list can be opened from
The button on the homepage
the Pending Workflow Tasks button on the header bar
From Activities > Workflow Tasks on the main menu