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Searchable LeadMaster documentation, guides and articles to help you get set up quickly and successfully.

Topic - Automation and Workflow

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

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

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

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