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Topic - Automation and Workflow

Documentation and guidelines about automation and workflow that you may find useful.

Knowledgebase
Automation and Workflow

What is Due not before and Due not after in Task Manager?

Date: August 19, 2022
By: Joanna Hernandez
Categories: Automation and Workflow, Calendar, Tasks and Events, FAQs

How Can I Setup the Smart Queue to Make Sure that the Newest Records are Showing Up in the Queue First?

Date: August 18, 2022
By: Joanna Hernandez
Categories: Automation and Workflow, Best Practices, FAQs, Records and Contacts, Search

How to enable “Add Task” in Workflow Resulting Action(s)

Date: January 29, 2021
By: Ray Longalong
Categories: Automation and Workflow, FAQs

How to use workflows to send an email blast, using an email message template with an embedded form.

Date: January 29, 2021
By: Eljie Lagunay
Categories: Automation and Workflow

Opportunity Workflow

Date: August 18, 2022
By: Joanna Hernandez
Categories: Automation and Workflow, Opportunities and Quotes

Sales Comments as a result of Workflow when an Email is Opened or Clicked

Date: January 29, 2021
By: Eljie Lagunay
Categories: Automation and Workflow

Smart Queue & Record Locking

Date: August 18, 2022
By: Ray Longalong
Categories: Administration, Automation and Workflow, Best Practices

Smart Queue Resting

Date: August 18, 2022
By: Joanna Hernandez
Categories: Automation and Workflow, FAQs, Records and Contacts

Track Who Entered Records into your LeadMaster System

Date: September 28, 2020
By: Eljie Lagunay
Categories: Administration, Automation and Workflow, Best Practices

Using Workflow to Send an Email template with Embedded Form

Date: October 26, 2020
By: Janice Infantino
Categories: Automation and Workflow, Email and Marketing Management, Forms

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