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Workflows: Tips, Tricks, & Best Practices [24:32]

 

2016Webinars.jpgDo you consider yourself a Workflow expert? Do you consider yourself PRETTY GOOD with Workflows? Are you just getting started with Workflows? Well this may be the session for you!

Skipping over the often-covered topics of whiteboarding and building workflows, this recorded Continuing Education webinar focuses on the little things you might not know about, including:

- Adding Steps and Tasks on the go
- Lists and Links in your Tasks
- Sample Workflows for Office Tasks

... and More!

 

Click the link below for more information on each of the features covered in the video:

00:36 - Current Best Practice Workflow Series

03:01 - Workflows

03:50 - Contact Overview - Workflows

05:56 - Quick Add

06:44 - Manage Your Account

06:49 - Workflow Templates 

8:09 - Automations

Does something in the video look different than your screen? Redtail's Development team is continually releasing updates to the Tailwag CRM. See this post for the most up to date descriptions of new features and recent issue fixes. For recorded videos that overview CRM system updates, click here

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