VORKO modules
VORKO automation
This section sets rules for adding employees to a deal at selected stages. It is a VORKO feature, separate from CRM automation.
Where to find itHome → Automation
Create a rule
The owner, the company manager or an employee with automation management access chooses participants and the event that adds them. The rule applies to matching deals and does not extend a person’s permissions.
After a rule fires
The added employee can perform the deal work allowed for that role. The rule does not confirm reservation, payment, inspection or another person’s action.