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.


Users & Roles