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Workflow

Workflow automates processes and enables consistency in organizations. In order to effectively use workflow, processes must be properly identified before being integrated. Workflow can be used to automate routine processes that your business already has in place. For example:

• Routing leads to the proper sales or marketing person based on criteria, Ex. location, industry, etc.
• Email notifications built around system events, Ex. If an Opportunity over $100,000 is entered into the system, an email notification gets sent to the sales manager.
• Automate field updating, Ex. If an Opportunity is won for a Prospect Account, update that Account to a Customer

Any process, simple to complex, can be handled via either functionality built into the software, or additional software.