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Set up a Workflow action to Send Mails: Go to Main Menu > CRM Settings > Automation > Workflow. Click on...
March 11th, 2021 1911 views 0 likes
Set up a Workflow action to Create Task: Scenario: Task creations, When the Opportunities sales stage is “Documentations” creating Task...
May 11th, 2021 1800 views 0 likes
Set up a Workflow action to Create an Event: Scenario: Event creations, When a New Lead is Generated through Facebook...
May 11th, 2021 1209 views 0 likes
Setting up Workflow Action to Update Field. Scenario: Calculate the period of Support, the difference in days between the Support...
May 12th, 2021 1196 views 0 likes
Setting up Workflow Action to Create Record . Scenario: Project tasks creation, On a Project creation when the Type is...
May 12th, 2021 1255 views 0 likes
Set up a Workflow action to Send SMS: Scenario: Send a thank you SMS to the Client when the invoice...
May 12th, 2021 1243 views 0 likes
In workflow "Add/Remove related campaign" action is used in Campaign Automations to add or remove a contacts, leads, or organizations...
August 30th, 2021 1160 views 0 likes
SLA's will help you to define the level of support or service that you agreed to offer to your client...
August 31st, 2021 1179 views 0 likes
In workflow "Add/Remove from sequence" Action is used in Sequence Automations to add and remove contacts, leads, organizations, and vendors...
September 1st, 2021 1197 views 0 likes