218.486.5095 |  920 O’Donnell St Hawley, MN 56549

CRM: Business Process Flows

Business process flows allow you to direct the path a record will take within the system. Use them to divide stages between teams, direct what data is required before a record can move into the next stage and track time within stage to understand what aspects of your process are taking the most time.

Date

Jun 12 2019

Time

1:00 pm - 1:30 pm

Reader Interactions