Ryno Workflow

Excel/VBA onboarding logic converted into a cPanel-hostable web workflow.

Dashboard Create Workflow

Workflow Overview

Tracks proposal, info/doc collection, reviewer approval, mandate signing, department packs and final completion.

0
Total workflows
0
Active
0
Completed

Workbook Mapping

  • Proposal step reproduces selected services, fee summary, smart recommendations, missing info and missing document logic from the VBA module.
  • Mandate release is blocked until required onboarding information and document evidence are supplied.
  • Department-specific follow-on packs are generated from the selected service mix so the admin can see each client’s exact position.

All Workflows

Each record is presented as a compact CRM card so the dashboard stays readable on smaller screens.

Create Workflow

No workflows yet.