Workflow Management

Sometimes to improve efficiency, you have to turn repetition into automation. This guide demonstrates how to use Workflows to manage the repetitive parts of your day automatically.

In this video guide, you’ll find out how to:

• create new workflow rules;
• configure triggers, conditions, and actions.

Help your teams be more productive and consistent.

• Accounts
• Contacts
• Leads
• Opportunity Tracking
• Calendar and Activities
• Data Import
• Using Print to PDF
• Reports and Analytics
• Data Export
• Security Roles
• Entity Manager
• Dynamic Logic Configuration
• Working Time Calendar Organization
• Meeting Scheduler Configuration
• Web-to-Lead Guide
• Customer Portal Administration
• Workflow Management
• Business Process Management (BPM)