Marketing CRM/Workflow Automation

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Uploaded by on Apr 6, 2011

Using workflow automation can help you create, define & manage a series of tasks within the CRM that then execute automatically. You can decide on a wide range of different workflow automations using database fields, tasks, assignments, records. This is a very powerful feature for busy sales people and marketeers that would benefit from a system that works on repetitive tasks on their behalf.

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