Systematic workflows in CRM
Is CRM workflows so important for marketing and sales activities?
Workflow simply allows you to automate CRM-related tasks that you may currently be handling manually through sequential systematic work conditions.
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A workflow can run on an out-of-box entity or a custom entity as sales pipeline customization in sales workflows. Workflows can be initiated manually, or they can be initiated automatically, in a number of different ways.
CRM vendors provide a lot of options for workflow automation. Using drop-down menus, you can create automated responses to virtually any event or activity within the CRM .
Each workflow process is associated with a single entity. When configuring workflows you have four major areas to consider:
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