Chris Heyman
Events Hosted
Creatio Online User Group: Business Rules
Using business rules in Creatio allows you to hide or reveal fields, lock fields depending on the users, make fields required or optional, and even filter the lookup field value depending on another value. This tool within Creatio is important for security, collaboration, and data accuracy. Join our upcoming online user group discussion to learn more about business rules and how you can apply them to your processes in Creatio…
View EventCreatio Coffee Break
Join us for a virtual coffee break after Creatio's ACCELERATE conference! We'll use our 30+ years of CRM and software experience to answer your questions and teach you strategic approaches for successful CRM deployment.
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The Magic of Marketing Creatio
We talk a lot about Sales Creatio, but what can Marketing Creatio do? How can it help teams with lead generation, marketing processes, and behavior tracking? What kinds of tools and features does it offer to empower a marketer? Join us for this online discussion on Marketing Creatio!
View EventUsing Creatio Section Wizard to Create Fields and Configure Layouts
Section Wizard is a dynamic way to build a system in Creatio to match your needs. Join us during this online user group discussion to learn how to use Section Wizard to create fields and configure layouts for your preferences.
View EventWorking with Duplicate Rules in Creatio
How do you find duplicates in Creatio? How can you merge those duplicates? Our experts will teach you how to use rules to work with duplicates during this online user group session. Join us, and take your Creatio skills to the next level.
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