Workflow Rules — Sequence Matters

If you've ever been in the workflow setup in SalesPad Desktop, you have likely seen that there are two sections you spend the most of your time in; the workflow queues section in the top half of the screen and the workflow rules in the bottom half.

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Business Process — Workflow

It never fails that the first thing I need to cover with a company is their process, or their workflow.

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Are You Doing Big Data in Your Small Business?

Employees are busy and your customers are buying.

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Workflow Rule Condition — Sales Doc Field

SalesPad Desktop's Sales Doc Field workflow condition is a built-in workflow rule condition that allows you to do a logical evaluation based on a sales document field as you forward a document through workflow.

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Custom Workflow Rules

SalesPad Desktop offers a variety of built-in workflow rules through the Workflow setup module that allows you to create logic and flag documents based on your business needs.

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4 Ways SalesPad Mobile Can Improve Your Sales Process

Here are four simple ways that SalesPad Mobile can improve your sales process both in and out of the office:

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More Than 100 Microsoft Dynamics GP Companies and Partners Unite at SalesPad PANELS

For the first time, SalesPad, LLC, and Microsoft Dynamics GP partners and users will come together in Grand Rapids.

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Time to leave QuickBooks for another accounting system?

You started a business a while back with a dream of putting your passion to work for you, your family, and community.

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How Flexible Is Your Credit Card Processing Solution?

Credit card processing solutions are often tied to a specific set of functionalities or a single payment gateway.

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Auto-Forwarding Queues in SalesPad Desktop Workflow

Auto-forwarding queues are steps in SalesPad Desktop's Workflow where additional rules or process plugins can be applied to a document without needing the user to manually forward the document.

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