BrokerEngine relies heavily on workflows to help with automation and delegation. Although the Workflow Templates page does a nice job listing each individual template, getting a sense of how each template is structured and how they relate to other workflows is not really possible on that page. That's why we created the Workflow Diagram tool. It graphically displays the structure of each workflow grouped by board type, so you can get a quicker understanding of the bigger picture.
Contents
Prerequisites
None.
Video walkthrough
Learn about the workflow diagram feature.
Opening the workflow diagram page
To open the page, log in to BrokerEngine, click the profile icon in the bottom left corner, and click Settings in the pop-up. On the Settings page, expand the Workflow folder and select Workflow Templates.
On the next page, click the Workflow Diagram button.
Reviewing diagrams
Go to the top of the screen and select a tab (e.g. Leads, Deals, etc.) to display workflows related to a board. Click and drag the scroll bar at the bottom of the window to see all the workflows.
Previewing
Optionally, you can preview a step in a workflow. Hover the mouse and click anywhere on the grey area.
Editing
To update a workflow:
Go to the top of a workflow, right-click the name, and open the link in a new tab.
On the new page, switch off the Published toggle.
Make changes as required.
Click Save and switch on the Published toggle.
Exporting
You can download the entire diagram in a PDF document. Click the Workflow Diagram button and then click the Export to PDF button in the pop-up. BrokerEngine saves the file to your device.
Reading the colour code
Colour codes identify different step types.
Dark blue envelope - Send an email.
Yellow clock - Set a time delay between the previous step and the next one.
Green list - Create a task.
Red people - Assign to a team.
Purple ticket - Add a tag to the client record.
Orange papers - Send a document stack to a client.
Pink cog - Custom workflow step.
Grey document- Archive the record.
