Today we released the second part of teams and organizations – the Organization Control Panel.
This version cleaned up the ‘cog’ dropdown menu by putting all lesser used organization management features into the new panel.
The admin role and the ability to promote and demote admins also came with this release.
between teams is easy using Process Street
[ Download our Free Ebook ] – Click here to download our free 111 page ebook on “How to automate the tasks you hate at work using Zapier“.
Most growing businesses will need a CRM (Customer Relationship Management) system at some point in their lives. Taking care of your customers is one of the most important tasks for any business, and a CRM used well is a surefire way to improve this experience.
But how do you know what CRM to use? There are hundreds of products out there with different features and price points that can be confusing for any SMB looking to get started. And if you make the wrong decision from the get go, it can be time consuming and costly to make the change down the line.
As a user of many different CRMs I have some insight into this problem, but if you’re looking for a clean cut answer, I’m sorry to say there just isn’t one…
We have a feature in Process Street that allows you to create email templates and send them straight from within the app.
This is great if you are using a mail client such as Outlook, Mail, Thunderbird or a mobile device. It works smoothly.
But some people (like myself) prefer to use Gmail as their default mail client and don’t want to install a bulky desktop app.
Not to fear! With just a few simple steps you can configure Gmail to be your default mail client and have Process Street emails open Gmail compose, pre-populated with the template right in your browser!
A B2B lead generation campaign is a coordinated effort to identify suitable prospects, earn their attention, qualify their fit, and create sales conversations. The best campaigns treat data, outreach, messaging, measurement, technology, and training as one connected system.
This guest post was written by Jenny Vance, founder and then-president of LeadJen. Jenny has more than a decade of experience filling the funnel with revenue-generating leads for B2B companies.
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In this video I explain my workflow for capturing, annotating (marking up with arrows and text) and uploading screenshots to Process Street in seconds.
I can basically add a screenshot to Process Street in seconds. This workflow is so fast, taking screenshots and adding instructions becomes an absolute pleasure.
And the best part? Its using an absolutely free tool – Jing from TechSmith.
Take screenshots, add instructions and upload in seconds using these #tools and #workflow. http://t.co/FnKMDc2Qpo
— Process Street (@ProcessStreet) February 5, 2014
Watch the below video to see how its done.
0:30 – Example of workflow to create screenshot in Jing, mark up and add to Process Street in seconds
1:25 – Break down of how to configure the workflow in detail
1:30 – Create steps in Process Street
1:40 – Use Jing to take screenshot and markup
3:10 – Using the Screenshots folder in Windows 8
3:45 – Configuring Jing for fast saving
4:50 – Sorting Screenshots folder by date so most recent images are always at top
This is how I currently manage my screenshots. If you know any other methods, I’d love to hear them.
We just released tags in Process Street. They give your team a faster way to categorize, filter, and retrieve workflows, no matter how large your library grows.
Folders work when you have ten workflows. Tags become the answer when you have two hundred. Here is why we built tags and how to use them.
We have just rolled out process progress tracking to the world!
Our progress tracking appears in two places:
Video is a great way to train staff and explain complex tasks quickly and thoroughly.
Now you can add video to your documents in Process Street.