Tracks are a great way to automate some of the business processes that are often repeated within ConnectWise. Tracks are a great tool for ensuring that your business creates the same strategic approach to certain sales or technical aspects. We’re going to go through some tracks that I use within Manage.
Some common areas that Tracks are used:
- Onboarding/Offboarding Clients
- Prospecting
- Accounts on Hold
- Project Quoting
- Events
Track Actions
Within the Tracks Setup Tables, you can define actions such as:
- Create Activity
- Change Company Status
- Add to Group
- Create Ticket
- Send Email
Example
In this example, we’re going to create a track for Offboarding an existing client.
To create a Track, head over to Setup Tables > Tracks > Add
In the image above, we can see in the background that we have a set of actions for offboarding a client and within this, we can see that these actions are set to be performed after 30 days, as this is our ‘cooling-off’ period.
These Actions set above can all have different ‘Perform after [x] days’ set.
When creating a Ticket within a Track, you have to select a Ticket Template, We have a guide on Ticket Templates here.
Now that our Track is created, we can simply apply this to a company when it is required, and all of the above actions will occur. I personally prefer Tracks to be used when certain non-technical tasks occur over a simple Ticket or Project.
How to Apply Tracks
Tracks can be applied to a Company, Contact or Opportunity.
Head over to one of the above locations and select the Tracks and select Add.
Automating
Another common example of a Track used would be for finance. We’re going to create a basic track for Missed X Payments and have it change a company status to Delinquent.
Now we’re going to head over to our Workflow Rules and create a rule to attach a track to a client who has missed X amount of payments.
Workflow Rule Tip
When using Workflow Rules, I’d suggest using as many Event Triggers as possible to ensure you only get the results you want.