Department Workflows - Hiding Record Types

Schedule a free live demonstration here https://setshape.com/youtube-demo-page

A department is a group of people that have the same daily tasks and areas of expertise and ability. An example of this would be your sales department vs your HR department. Because not all departments have the same daily activities, we give you the control to change the workflow tabs that you want your departments to see for a more customized experience. Need different tabs? Contact us at [email protected] and we will customize your system to better fit your needs.

Want a step-by-step walkthrough guide? Check out this guide on our website: https://setshape.com/support-guides/company-department-workflows