LOQ User Manual Nurturing module Introduction: Upon hovering over the other button in navbar a sub-module named nurturing will be visible.

Upon clicking nurturing, you will see the landing page of the nurturing sub-module as shown in the image below. This landing page consists of three tabs named Active workflows, paused workflow and configurations.

• Active Workflows The landing page has active workflow tab displayed. It has 3 sub-sections named lead, opportunities and quotations. By clicking on the Search button( ) on the left side of the Manage button, it will expand into a search bar where you can search according to your need.

By clicking on the create workflow button, a window will be displayed. After filling out all the required fields you can create a workflow. Clicking on the Create button will add the created workflow to the associated list i.e. one of the sections of Lead, opportunities and opportunities.

o Now, in the landing page, the opportunity section will be displayed as shown in the image below:

o The Quotation section will be displayed as shown in the image below: Clicking on the pause button will pause the ongoing workflow and the selected active workflow will now be a paused workflow.

• Paused Workflow Upon switching to the paused workflow, a new list containing paused workflows will be displayed on the screen as shown in the image.

The option to resume the workflow is present at the end of the tab By clicking it, the paused workflow will be converted to active workflow On clicking the Edit icon in the actions column, you can edit the workflow of the

By clicking on the create workflow button, a window will be displayed. After filling out all the required fields you can create a workflow. Clicking on the Create button will add the created workflow to the associated list i.e. one of the sections of Lead, opportunities and opportunities. o Now, in the paused workflow section, the opportunity section will be displayed as shown in the image below:

o The Quotation section will be displayed as shown in the image below:

• Configurations

Upon switching to the configurations, a new list containing paused workflows will be displayed on the screen as shown in the image.

By clicking on the edit icon in actions section, you can edit the configuration of the workflow. A new window will open from where you can update the changes.

Note: The fields marked in * are necessary

By clicking on the create workflow button, a window will be displayed. After filling out all the required fields you can create a workflow. Clicking on the Create button will add the created workflow to the associated list i.e. one of the sections of Lead, opportunities and opportunities.