218.486.5095 |  920 O’Donnell St Hawley, MN 56549

CRM: Intro to Workflows

Far too often things can get lost, forgotten or entered incorrectly leading to wasted time, frustrated customers and managers searching for ways to improve processes. CRM workflows allow you to automate tasks within your organization that can take away the need for manual entry and send reminders for when things need to be done. Let’s take a look at how to set up some of these basic workflows.

 

Date

May 08 2019

Time

1:00 pm - 1:30 pm

Labels

Webinar
Category

Reader Interactions