Automation Workflows

Workflow automations

Users can set up business rules with the system by defining the workflow through the use of a point-and-click interface. The first step of a workflow is to set the conditions under which the workflow is put in motion. 

 

Actions

Users can also combine conditions for more flexibility. The condition might be a new record and specific campaign and sequentially, the second half of defining the workflow is defining the events or actions that can be triggered.

Assigning records

Setting up call backs and appointments

Updating fields

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