Actions that drive your workflow:
Notifications & Reminders
- Remind a sales rep to follow up on a recent quote
- Highlight a customer record that needs attention
- Prompt a manager about staff training requirements
Emails can be automatically sent by the system when a specific date is reached advising a customer that a service of their equipment is due.
Tasks are automated actions that can be applied to a defined set of records on a scheduled basis (daily/weekly/monthly).
These actions can drive your app’s workflow in powerful ways, such as sending automatic reminders when a deadline is coming up or automatically adding your to-do records periodically.