You have a sales process in place (see generic sales process example below)
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/8802/direct/1721292840327/image.png)
Step 1: Drive Productivity by automating your sales process with FlowWright workflow technology. Our designer allows you to drag/drop your sales process and put the power of workflow behind your existing tools.
FlowWright Workflow Designer:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/8802/direct/1721293033763/image.png)
Step 2: When an opportunity is created in your CRM (1) by a sales representative, an instance of your sales process automatically kicks off (2)
(1)
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/8802/direct/1721293054781/image.png)
(2)
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/8802/direct/1721293075282/image.png)
Step 3: Tasks are routed to reps, and opportunity updates are routed to managers.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/8802/direct/1721293099276/image.png)
Tasks can link to forms like this:
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/8802/direct/1721293123385/image.png)
Step 4: When Tasks are completed/submitted data is automatically updated in CRM, and milestones are moved accordingly
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/8802/direct/1721293140340/image.png)
Managers and reps can click on the link in the tasks picture of the workflow to see the current process status.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/8802/direct/1721293157675/image.png)
Operating your sales team and sales process this way will increase efficiency and compliance, shorten your sales cycle, and create more opportunities.