Workflows - a general overview

In This Tutorial:

• Gain an understanding of Workflows within Data Studio;

• Understand how they work on what they allow users to do;

• Learn to create columns to suit your management style/flow.

Summary:

This tutorial provides a quick overview of our new feature that sits within the Data Studio suite called Workflows. 

Workflows are a new way of managing identified sites from initial identification all the way through the deal lifecycle to completion. 

Why use Workflows?

Workflows are a great way to keep track of where a particular site sits within your deal workflow. You can add notes, add attachments, assign actions and much much more. 

Workflows are fully customisable to suit the management style or phases of a particular user and will tie neatly in with its sister component DTV letters.

Workflows can be created with other users to act as a central repository of information and deal status.