Backshop’s Workflow Manager is located on the Deal tab.
Workflow Manager provides an overview of all critical events (approvals, notifications and tasks) that must be completed for a deal to close. It also provides an overview status of items completed and in process on a particular deal.
For more details about managing workflow, explore these links:
See all workflow events in the deal log
Create notifications
Complete tasks
Manage approvals
Understand dependencies
Reset tasks
Skip workflow items
Ad hoc approvals, notifications and tasks