CRM: Workflow & Automation

Description:

Based on your business processes, you can request workflows to make manual processes into automated ones. A common example would be moving applicants to different statuses or triggering communications based on data they submit.

Who can use it:

  • Faculty
  • Staff
     

Cost:

Free for existing CRM users
 

How to proceed: 

  • Click on the Request CRM Workflow button on the right to open a ticket with the CRM team.