Advanced Workflow
SugarCRM User Group: Interesting Uses for Advanced Workflow [FULL RECORDING]
For our August 2018 SugarCRM User Group, our experts dive deeper into Advanced Workflow by demonstrating some interesting Workflow use cases and offering some tips for effective execution.
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Advanced Workflow: Updating Last Contact Date
Technology Advisors' SugarCRM experts show us how to use Advanced Workflow to document how often a contact is being reached out to by a someone in your organization.
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Advanced Workflow: Case Assignment and SLAs
TAI experts show us how to automate Case Assignments and SLAs using SugarCRM's Advanced Workflow.
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Advanced Workflow: Periodic Follow Up Reminders
Our SugarCRM experts show us how to use Advanced Workflow to automate periodic follow up reminders to contact customers.
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How to Use SugarCRM Advanced Workflow for Custom Call Reporting
A SugarCRM user was recently struggling with reporting based on custom fields in her CRM. Our expert, Justin, jumped in and provided the advice she needed.
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SugarCRM Online User Group: Advanced Workflow discussion
Technology Advisors' CRM experts talk about the in's and out's of Advanced Workflow and field questions from participants in this online user group discussion.
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SugarCRM Process Author User Group Recap
We see a lot of our customers struggling with Process Author/Advanced Workflow, so we felt this topic was important to address. During yesterday's discussion, Megan and Justin recapped our Chicago Sugar Workshop event and then went on to explain the purpose and uses of Workflow. To illustrate…
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