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CRM Workflow Automations

Customers using our Professional and Enterprise plans will learn how to use our CRM Workflow Automations tool by joining this interactive webinar. The webinar will last approximately 30 minutes including a Q&A session.

We’ll walk you through how you can use automations in your CRM, and demonstrate a series of examples that will provide insight in to how you might automate your sales processes.

Next Webinar Dates

Please note international time zones

CRM Workflow Automation Webinar Agenda

The webinar will take a detailed look at how to use CRM workflow automations in your sales processes, including:

Automation Ideas: How you might use Automations to streamline your sales processes, such as creating tasks when something chnages on an acconunt.

Managing Automations: Navigating the home page and managing your Automations.

Auomation Triggers: Options for using the Event and Scheduling triggers to create automations.

Automation Options: How to use the "next step" options to create new records, filter, find and format.

Automation Help: How get futher help in creating your Automations.

Webinar On-demand

If you can’t make the webinar dates you can watch a recording by registering here.

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