Arrive workflow templates are structured forms with questions designed to gather essential feedback when an engineer arrives at an opportunity appointment. Once set up, these templates allow for streamlined data collection, ensuring accurate records, better customer insights, and improved workflow efficiency. Customizable questions and formats enable businesses to tailor the templates to their specific needs, making the process more effective and insightful.
View setting
➡️ Profile Icon > Settings > Opportunities > Arrive Workflow Templates > View
Adding an Arrive Workflow Template
➡️ Click Add opportunity arrive workflow template
Enter the Description Name.
Click Save to store the arrive workflow templates.
Configuring Arrive Workflow Template
➡️ Click Configure
Mobile experience
Signature on arrival
Choose one of the options based on your needs.
No – The customer does not need to sign when the salesperson arrives the property.
Yes – The customer is required to sign when the salesperson arrives the property.
Click Save.
Questions
Create template questions: Use drag-and-drop to add the inputs and build out the template.
Add New Page: Enter the "Page Type" and "Page Name"
Additional Settings: Utilize "Options," "Defaults," or "Dependencies" to input related information.
Click Save.
Managing Arrive Workflow Templates
Downloading a Arrive workflow template
➡️ Click Download > Click to save a .zip file to your computer.
Cloning an Arrive workflow template
➡️ Click Clone > Type "clone" > Click Clone
Editing a Arrive workflow template
➡️ Click Edit > Amend > Click Save
Deleting a Arrive workflow template
➡️ Click Delete > Type "delete" > Click Delete
Deleting an Arrive Workflow Template is permanent and cannot be undone. Ensure you have a backup before proceeding.