What happens if I delete an email template that was being used in a workflow? Date: November 20, 2022 By: Joanna Hernandez Categories: FAQs Read More
Opportunity Workflow Date: August 18, 2022 By: Joanna Hernandez Categories: Automation and Workflow, Opportunities and Quotes Read More
Why Can’t I See the Smart Queue Call Attempts in Workflow? Date: August 18, 2022 By: Ray Longalong Categories: Best Practices, Customization, FAQs Read More
Why isn’t workflow executing when I Assign Records from Search Results Date: August 18, 2022 By: Joanna Hernandez Categories: Automation and Workflow, FAQs Read More
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 Read More
How to enable “Add Task” in Workflow Resulting Action(s) Date: January 29, 2021 By: Ray Longalong Categories: Automation and Workflow, FAQs Read More
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 Read More
Track Who Entered Records into your LeadMaster System Date: September 28, 2020 By: Eljie Lagunay Categories: Administration, Automation and Workflow, Best Practices Read More