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SuiteCRM
SuiteCRM Lead Follow Up Calls Workflow – Tutorial
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:
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
About Author
Paul Stevens
Toronto digital marketing, CRM and SEO expert. I'll help you drive leads to your website and convert them into actionable sales leads and new business. I've been in sales and marketing for most of my life and I know how to put those skills to use online to help you grow your business. Follow me on Linkedin
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