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CRM: Using Workflows to Create Task Lists

Looking to expand your knowledge of CRM? Join Jerica as she explains how to use workflows to create task lists. Workflows can do so many things, but an often overlooked potential is to use workflows to create task lists within CRM that keep end users aware of what they need to do next. We are going to review how to create these types of workflows and explore a few ways they can be used.

Date

Aug 26 2020
Expired!

Time

1:00 pm - 1:30 pm

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