Being able to automate your database is where Action Plans and Workflow Automation can help you. Learn how to incorporate Action Plans to bring structure to your customer follow-up process and Workflow Automation to trigger email or activities when criteria are met, saving time for your team.
00:07 INTRODUCTION AND AGENDA
00:53 ADDING AUTOMATION TO YOUR CLARITYSOFT DATABASE USING ACTION PLANS AND WORKFLOW AUTOMATION
00:57 DEFINITION OF AN ACTION PLAN AND WORKFLOW AUTOMATION
CREATING/SAVING/APPLYING AN ACTION PLAN
02:40 New Lead
17:38 New Customer
35:44 Event Plan
CREATING/SAVING/TRIGGERING A WORKFLOW AUTOMATION
20:20 Won opportunity invoice notification to your billing dept.
33:36 Past due opportunity close date notification to record owner.
37:47 Customer paid – send thank you email.
44:44 KNOWLEDGE BASE RESOURCES

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