Automations are if, then statements you can set up to automatically complete certain tasks in your system. Often the cherry on top of your CRM system, automations can be really great once workflows are created, fields are setup like status and servicing advisor, and users and teams are arranged. We’ll cover the steps to create automations in the front end to cut time later in the moment.
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Click the link below for more information on each of the features covered in the video:
01:06 - Automations Template
14:32 - Permissions and Roles