Automated Work Flow

Sale Pipeline Automation - Traffic Light Colour Coding
Many businesses use our CRM to track and automate specific work flow processes to save time and at a glance the team can see where in the process a lead is ...
Fri, 27 Nov, 2020 at 3:46 AM
Standard Workflow Automation Example
Call Back or Follow up Call Button– set as task pop up reminder which will automate a call back task:  Send Email Trigger – send a default email or...
Fri, 27 Nov, 2020 at 3:46 AM