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Automated Work Flow 2

• Sale Pipeline Automation - Traffic Light Colour Coding
• Standard Workflow Automation Example

Auto Lead Allocation - Ideal for Sales Teams 1

• Automated Allocation of Sales Leads

Pop Up Scripts - Ideal for Call Centres and Sales Teams 1

• On Screen Pop Up Scripts

Custom Dashboard/Noticeboard 2

• Dashboard Notice Board Feature
• How to Edit the Customised Notice Board

E-signature Documentation 4

• Electronic Signature Document Automation
• Forward signed electronic documents into your CRM
• e-Signature Documentation and EU Law
• I have not received any emails for me to send back the e-signature documents – why?

Email Campaigns Linked to Web Forms 1

• Send targeted email campaigns with integrated web forms via your CRM account