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ADC03 - The Power of CRM Workflow – “Script” a Process

Friday, October 13
2:30 PM - 3:30 PM
Location: Cheekwood GH - Magnolia Mezzanine Level M

Format: How2
Level: Intermediate

Workflow automation in CRM is a powerful tool. In this session, you’ll discover how to leverage this tool to script a multi-step business process in CRM, using a lead generation example. We’ll start with some flow chart basics to map out the process, determine the actions the user should take in CRM, and then build the process using a parent and series of child workflows. 

Learning Objectives:




Christina Tommeraasen

Director of Sales Operations, Strategic Relationships
Taylor Corporation

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Send Email for Christina Tommeraasen


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The Power of CRM Workflow – “Script” a Process



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