Points to Remember
You can set specific hours and days for automated emails and texts to go out.
You have two workflow task generation options: one at a time, or all at once.
You can set the workflow to skip steps if you are missing the necessary contact info or if a lead has already received a given email or text template.
Try it out! Consider each setting for your "New" stage and choose which settings you’d like to activate for that stage.
Awesome job! You've completed the CRM Getting Started video course! You can now go on to learn more about the advanced CRM features, take our free Sales Course, or start the Operational Process Management course.
Past Videos in the Course
Advanced Workflows #2 (this video)