Workflow Management | ClearVantage Features

Workflow management is further enhanced by ClearVantage's case management approach to membership – i.e., member representatives now have relevant information at their fingertips when speaking to members since each notebook includes any correspondence, event registration, product purchases, certification levels, skills, interests, notes, and more for the employee to access, increasing productivity and improving overall customer service. Some of the many features include:

  • Powerful Tools for Managers to Smooth Out and Increase the Workflow Management of Employees
  • Assign Action Items to Delegate Tasks
  • Manage Your Own Action Items
  • Use Routed Action Items to Automate Workflow
  • Automated Emails are Sent When a New Task is Assigned
  • ClearVantage Workflow Management Screenshot
  • ClearVantage Workflow Management Screenshot