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13: Advanced Workflows #2

Learn about the rest of the workflows settings that allow you to completely customize your workflows.

Aimee avatar
Written by Aimee
Updated over a week ago

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.

Action Items

  1. Try it out! Consider each setting for your "New" stage and choose which settings you’d like to activate for that stage.

Learn More

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.

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