SMS APP: Workflow Steps

Modified on Wed, 9 Apr at 9:20 AM

In this section of the SMS App you are able to set up your workflow steps, which will affect the process of how a car moves through your shop up until being picked up by the customer.

You will find Workflow Steps under the RO Settings Tab in the SMS app.

At the top of the screen there is an add button which allows you to add a workflow step to this list. When you press add a new window will appear.

On this window you will be able to type in the name of the workflow step and give it a unique color. Also you have the option to show the vehicle on the idle tab or active tab, and send an email to the customer at this step. Once finished you can press save and done.

Now the workflow step you just added will be on this master list.

(NOTE: These will come over from your linked SMS when we load your shop)

The Pencil icon allows you to edit your referral sources and the icon next to the pencil allow you to archive that Referral Source.