About
This webinar takes a detailed look at how you can use workflow automatons in your Really Simple Systems CRM to streamline your sales processes. The webinar will last approximately 30 minutes and includes a live Q&A session via chat.

Using a series of examples, we’ll show you how to create workflows in your CRM to automate repetitive tasks, removing the need for laborious data input, minimising human error, and increasing productivity and efficiency.
Agenda
  • Automation Ideas: How you might use Automations to streamline your sales processes, such as creating tasks when something changes on an account.
  • Managing Automations: Navigating the home page and managing your Automations.
  • Automation Triggers: Options for using the Event and Scheduling triggers to create automations.
  • Automation Options: How to use the "next step" options for new records, filter, find, and format.
  • Automation Help: How get futher help in creating your Automations.
Presenter
1675356157-7038e69c59445c71
Helen Armour
General Manager
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