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 Arrive Workflow Templates
You can import a ZIP file from your computer or create a new form. To create a new form,
➡️ Click Add new form.
Step 1: Basic details
Enter the template name
Click Save.
Step 2: Mobile form design
Add a New Page: Enter the "Page Type" and "Page Name".
Create arrive question(s): Use drag-and-drop to add the inputs and build out the template.
Additional Settings: Utilize "Options," "Defaults," or "Dependencies" to input related information.
Click Save.
Step 3: Signature on arrival
Choose one of the options based on your needs.
a. No – The customer does not need to sign when the salesperson arrives the property.
b. Yes – The customer is required to sign when the salesperson arrives the property.
Click Save.
Once setup is complete, you can create an opportunity for a customer using the customized arrive workflow template.
Managing Arrive workflow Templates
Editing Arrive Workflow Template
➡️ Click Edit > Amend > Click Save
Downloading Arrive Workflow Template
➡️ Click Download > Click to save a .zip file to your computer.
Cloning Arrive Workflow template
➡️ Click Clone > Type "clone" > Click Clone
Deleting 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.