Envía solicitudes de clientes automáticamente y enlázalas a trabajos

You can have your client requests sent automatically. Once the client request is submitted, the job moves automatically to the next stage of the pipeline. To make automation magic happen, set up the Send client request automation and turn on the Automove feature.

Configurar la automatización del envío de solicitudes de clientes

A perfectly automated process always begins with selecting the right place for it in your workflow. You can do this in three simple steps: create a client request template, add an automation for sending the request, then toggle on the  Automove option. 

Mira el vídeo de ejemplo a continuación, y luego lee cómo puedes automatizar el envío de las solicitudes de tus clientes:

Here’s how you can automate sending your client requests:

1. You need an template to request necessary documents and information from a client. If you don’t have an client request template, you can create it by clicking New template when you add the automation.

2. Ensure you have a stage in your pipeline for sending a client request (e.g., Missing info), then add the  Send client requests automation . Once the job enters this stage, a new client request created from the template is automatically sent to the client and linked to the job. 

3. Ensure that the Automove jobs toggle for the stage is turned on. 

Una vez que un trabajo pasa a la etapa, la solicitud del cliente de la plantilla se creará y enviará automáticamente. Cuando un cliente envía sus respuestas, el trabajo pasa automáticamente a la siguiente etapa.

Nota

If the client request is not submitted and you manually move the job to another stage, you’ll be prompted to decide what to do about the pending client request (for more details, read about handling unfinished elements when moving jobs).

Vincula manualmente las solicitudes de los clientes a trabajos

You can also set the automation by manually linking client requests to the jobs. Client requests can be linked to jobs by a firm owner, admin or a team member  assigned to the account or with a view all accounts access rights.

Once the client request is manually linked, the automove jobs feature works the same as for client requests sent and linked automatically: when the client submits the request, the job is moved to the next stage. There are three ways to link a client request to the job manually:

• Desde una tarjeta trabajo : Abre la tarjeta trabajo ; en la sección Vinculado, haz clic en Vincular, selecciona Solicitud del cliente y elige la solicitud del cliente. O bien, haz clic en Nuevo, selecciona Solicitud de cliente y crea una nueva solicitud de cliente vinculada a la tarjeta trabajo.

• From the Create client request screen: Click Link to job, then select the jobs. Once linked, the Jobs section is displayed, and you’ll see the job titles and pipelines to which they belong.

• Desde la lista de Solicitudes de un cliente: Haz clic en el Enlace a trabajo en la línea de la solicitud del cliente que necesites, selecciona el trabajos de la lista, haz clic Guardar.

  After linking, client requests will be displayed in the Linked > Client requests section on the right of the job card .

  

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