Inventories

What is an Inventory?

An Inventory is a collection of Clients. With the Workflow that needs to be assigned to each Inventory, they are defining the statuses and work steps for each Client inside of them.

Additionally, they are designing the Fields tab on the by having Custom Fields assigned to them.

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Other features accessing Inventories

Rollout Planning

On the Rollout Roadmap, you can add Inventories and define a schedule for them based on their Workflow:

Client Assignment

The Automatic Client Assignment lets you define which of your team members should be assigned to a Client once it reaches a specific Workflow status:

Finding Clients

When filtering Clients under Inventory -> Clients you can specify an Inventory:

The Inventories of your current Rollout will show up as filter options.