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Categories Tasks & Workflow
Created by Guest
Created on May 8, 2024

Onboarding Workflow - Overall View

We are looking at using BM Workflow to deal with our onboarding processes.
It is currently controlled by an unwieldly spreadsheet.

For this to work we need the ability to report on all clients within the onboarding workflow and to see at what stages each client is at.

We see this as an essential to report on all workflows at once - so we can monitor and take action as appropriate.

BM support have told me that this is not possible - please advise


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