Well let you decide! Project Status:The status that you set here will be the updated status of the Project after the Task Template has been applied. To assign Automations to an Invoice Generator, navigate to Billing > Invoices. CLICK HERE to learn about viewing FLOW Status / Submission. It allows me to automatically onboard my clients using automation. one hub for taking care of planning, scheduling, communicating, billing, marketing, etc., instead of several disparate solutions that dont talk to each other. This Automation cannot be removed. You can then add days, months, or years to this Current Value. Everything starts with the Onboarding! Your Clients & Staff will access your Portal via your Custom URL & a fully customizable login screen. A complete solution for sending invoices & receiving payments directly in the Portal + a fully featured Subscription Payment & Membership Site solution that provides powerful subscription management options for both you and the Client. Say goodbye to your current e-Signature solution, and say hello to dynamically generated contracts that will save you TONS of time, eliminate mistakes, streamline your workflow & reduce your onboarding time. So if the Contact is a Prospect, they will automatically be converted into a Client. Any assigned Automations will trigger when the Phase is set to Complete. This Automation will trigger a Project Generator, which will generate aProjectfor the user. Navigate to CRM > Contacts, and click the +Add Contact button. A modal will appear in which you can build your Automation chain. IMPORTANT: An On-Demand FLOW will only be available to assign if it has at least one Step. Let's say you want to send an email notification to your Users. Click the icon to choose an Automation from the list. An Automations panel will slide out. We are a Community-centered solution. While in this editing mode, you can also delete a step by clicking the icon. If the Contact is already a Client, it will not trigger. You can communicate with that individual or business from the very start all the way through the entire flow, and youve got a ping on them the entire way! To add an Event Generator, for example, you only need to choose one Event Generator. If you have assigned an On-Demand FLOW, the Contact will receive a Notification in their Notification Center that there is a new FLOW to complete. All that AND a bag of chips. Embed iFrames, YouTube & Vimeo videos, or any other embeddable widget directly into Client Portal. Email Campaigns can be created and sent at a particular date and time, whereas Autoresponders/Drips can be set up to send automatically on a schedule to any new email address you add to your Audiences. We follow all the best practices to make sure your files are safe all the time.

This means you have the power to imagine and create any type of "Rewards", "Gamification" or "Points" system and easily add or subtract value from a Target's total when a specific Trigger is activated. SuiteDash is an All-in-One Business Suite which serves not only as a client portal, but also as your primary business platform because it contains multiple toolkits to cover all your needs. Click Import Contacts in the top navigation menu bar. You can select multiple Circles from the dropdown menu. Manage your business like a PRO with SuiteDash, the All-in-One Business Software that empowers collaboration with your team, and automates interaction with your clients. IMPORTANT: The FLOW can only be seen when the Contact logs in. Or, you can toggle Show Full Width to "On" to stretch the FLOW to fit the entire screen. Once the Document Templateis triggered and generates aDocument, it will be created with these Automations already set. It will NOT show up in the dropdown menu if it does not have any Steps. Copyright 2012-2022 SuiteDash, Inc. All rights reserved. IMPORTANT: An On-Boarding FLOW will only be available to assign if it has at least one Step. CLICK HERE to learn about Invoice Generators. CLICK HERE to learn about CRM Kickoff Forms. You can also use the search field at the top of the modal to filter the list. The Automation Send Email Notification is available in all types of Forms. Each Client will see their own data, status and/or files. You can choose the background color that will show on either side of the FLOW screen with a Color Picker. You can choose to send the Prospect a Notification to inform them that a change was made in their account. This Automation will trigger an Event Generator, which will generate anEventfor the user. Click the Options menu button and select Manage Assignments. For a Kickoff Form, the Create Contact Automation is required to be filled out before proceeding. Upload those files, done! Its one package that takes the Prospect all the way through to the end when youre going to move them to a Client. All Inclusive! You can create click +Add Estimate to create a new Estimate, or use theOptionsmenu button of an existing Estimate and selectEdit(as long as it is in Draft status). Manually sending every email & responding to each client request gets the job done, but it often does not provide a simple experience. A very complete app to manage clients, proposals, contracts, billing, invoices, communications, project management, tasks, etc. Live Chat keeps your Team in collaborative sync. Choose a Custom Field from the dropdown menu, and input the new value in the populated field. Once a FLOW has been completed by a Contact, it will no longer be assigned to them. You can select multiple Event Generators from the dropdown menu. To achieve this, your organization would typically need to demo dozens of tools and spend a fortune in custom development. Each Automation you configure will have different requirements. I was immediately hooked! This can be used for any selected Role. You can use the Current Value as the base operator using [[current_value]]. To manually assign an On-Demand FLOW to an individual Contact navigate to CRM > Contacts. One of the main reasons our customers choose to use a platform like ours is to stop paying for multiple tools and solve all their needs with one, unified platform. It will automatically be assigned to the user. a great customer interface through multiple channels email, customer portal, and messaging. To assign Automations to an Estimate, navigate to Billing > Estimates. Send the Client an email notification: Send the Client an email notification once the Invoice is created. This will move ALL Deals associated with that Category and the Target User. They can click on this button and type a message to the Staff member(s) of your choosing. If you have custom Project statuses they will be listed in this dropdown. Our team backs up the entire platform multiple times per day, we have a strong process in place to take care of all hiccups (big and small) and the average response time for our tickets is less than 10 hours.

CLICK HERE to learn about Document Templates. You can choose multiple Custom Fields. Input a "From Name" and "Subject", and construct the "Body" of your email ina standardWYSIWYG editor. By default, this Automation will send a Notification to the Contact to inform them of this change. Task Template: Select your Task Template from the dropdown. SaaS Send Secure Messages to a one or more Client(s) or Staff member(s). You'll then be able to choose an Automation. They are extremely helpful and extremely responsive to everything I send them. There are dozens of creative use cases that make LMS an invaluable tool in your arsenal. You canchain Automations to create a completely automated series of commands! Both On-Boarding FLOWs and On-Demand FLOWs have the same available Automations. IMPORTANT: FLOWs are only available at the Pinnacle Plan level. You can include a message in the provided text box that will be directed toward the Staff Member. Searching Development or Build will not bring this Project up as that is not the first word in the title. Please note that the Automations will trigger once the Proposal has been Approved. Based on Date:This is the date to which the relative due date will be applied. This Automation will assign a Dynamic Accumulating Invoice Generatorto the user. Clicking the help button will bring out a panel where they can type a message. Please note that the Automations will trigger once the Invoice has been completely Paid - regardless of whether it was made directly from the Client, or manually marked as Paid by Staff. CLICK HERE to learn more about Dynamic Data Placeholders. If there are multiple Projects that start with the same name or the same few letters it will select the most recent one. CLICK HERE to learn how each Automation works, CLICK HERE to learn about Automation Templates. Yes, but its so much more! Click the +Configure Automations button to begin. You can unassign a Contact by clicking the icon beside their name. You'll be able to choose which FLOW Type you want to create.

This will assign the FLOW to all of Contacts currently being imported. This Automation will either add or remove ownership of an LMS Product from the Assigned User. IMPORTANT: The Available Automations pane will not appear until you add a second FLOW Step. You can then add or subtract a number from this Current Value. To assign Automations to a Document Template, navigate toBilling > Documents. You can create click +Create FLOWto create a new FLOW, or use theOptionsmenu button of an existing FLOW and selectEdit. IMPORTANT: Using this Automation, you cannot select theassigned userof what the Automation is being applied to. You can use the Current Value as the base operator using [[current_value]]. The Automations Pane for each section of the platform will tell you exactly what the trigger is for that set of Automations. These Automations will either add or remove the user from an Email Marketing Audience, respectively. You can assign Automations to trigger when a Prospect or Clientconfirms their account by logging in for the first time. IMPORTANT: The final Step will have a warning icon stating that any Automations set will not be executed.

This Automation will trigger a Folder Generator, which will generate apredefined folder structurefor the user. Choose the Deal Category that you would like to move and the Stage that you would like to move it into. There was a problem submitting your feedback. The CRM is really handy for managing my contacts all in one place as well as being able to manage the contacts projects and tasks all in the same dashboard. There was a problem submitting your feedback. A modal will appear with the available Automations to choose from. Only one Project Generator can be assigned at one time. The Role you choose will determine how many optional fields you will be able to input information. An On-Demand FLOWcan be assigned on a case-by-case basis at any time once the Contact has been added to the platform.

CLICK HERE to learn about Recurring Generators. The requirements will differ depending on which particular Automation you choose. You can also assign Automations to an Invoice Generatorand a Document Template. you would normally need separate tools to do the same job. Manage your business like a PRO with SuiteDash, the, They are extremely helpful and extremely responsive. Click the Options menu button, and select Manage Automations. If the relative due date is in two days you can set the Based on Date two days in the past to make this Task due on the current date. To assign Automations to a Project, navigate to Projects > Projects. the Invoice or Document will be generated with the Automations already set, respectively. You can configure all of the details related to each appointment type, and set up automated actions that happen when a time is booked. You will see this dropdown on the top right and it will be titled the name of the current FLOW you are working on. Click the arrow to configure these "nested" Automations. IMPORTANT: When finding a Project based on the title search by the first few letters of the first word of the Project. If you "Enable Date Calculations" when working with a "Date" type Custom Field, you are able to modify the date by adding days, weeks, months or years in the following format: [[current_value]] + 1d ~OR~ [[current_value]] + 1w ~OR~ [[current_value]] + 1m ~OR~ [[current_value]] + 1y (Ex. Once you click theSave icon,you will see a summary of the chain you have created. SuiteDash REPLACES the core functionality of ALL these tools, Includes the core functionality of all the software above, CRM & Client Portal is where it starts, but certainly not where it ends.



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