Hello,
I would like assistance in trying to figure out how to set up a somewhat unique set of workflows.
For example, say I have several accounts, each assigned to the respective Stage 1 account representative. Each account should then be able to be submitted/assigned to the next stage, e.g. Stage 2 account representative, Stage 3 account representative. Each representative should also be able to send the account back down.
So, something like this:
Jones Account: Stage 1 Jones Account Representative -> Stage 2 Jones Account Representative -> Stage 3 Jones Account Representative
Smith Account: Stage 1 Smith Account Representative -> Stage 2 Smith Account Representative -> Stage 3 Smith Account Representative
Brown Account: Stage 1 Brown Account Representative -> Stage 2 Brown Account Representative -> Stage 3 Brown Account Representative
Thanks,
Jason