Accessing CASH Workflow

CASH Workflow can be accessed directly from the CASH Workflow URL, from a product in CASH Suite, or the CASH Suite Opportunity module. To access CASH Workflow:

  • Open the URL for CASH Workflow. Enter login credentials.

  • In CASH Suite, open a product. On the Main tab, select Start Workflow. Select a template, and select Start. Select OK to confirm the process.

  • In CASH Suite, open the Opportunity module and select Pipeline. Double-click an opportunity. Select Workflows in the left pane. Select Start Workflow and select a workflow process.
    Note:
    To log out of CASH Workflow, select your name in the upper-right corner, and select Logout.