Workflows in Sales Portal
You can access all activities for Presenter reports involved in Workflows through the Message Center in Sales Portal.
In Sales Portal, users manage Workflows through the Message Center. Users can:
Start workflows from the Available Workflows tab.
Take action on workflows from the Pending Workflows tab.
Review completed workflows in the Completed Workflows tab.
Attach files as needed throughout the process.
Presenter reports used in Workflows do not require tree assignment in the Portal Access module to be accessible in Sales Portal. Instead, the Workflows module controls access. Users can view Presenter reports in Sales Portal based on their swimlane assignments in workflows.
For more information on Workflows in Sales Portal, see the Sales Portal Guide.