In this tutorial we’ll walk through how to setup a basic workflow in SuiteCRM and automate scheduling a follow up call for new leads. This is a real time saver and prevents leads from falling through the cracks. Every new lead gets a follow up call! Plus, you won’t forget, the call is added to your dashboard.
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SuiteCRM Workflow Tutorial Configuration Summary:
If you need help setting up this workflow or others, I do this for a living. Please reach out to me. I provide SuiteCRM Consulting Services