SuiteCRM Lead Follow Up Calls Workflow – Tutorial

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SuiteCRM lead follow up calls workflow

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.

Watch the Video for a Complete SuiteCRM Walkthrough Tutorial



SuiteCRM Workflow Tutorial Configuration Summary:

SuiteCRM Workflow settings



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


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