Automations are if- then statements you can set up to automatically complete certain tasks in your system. Once you’ve established Workflows within your database, assigned your clients Statuses, Servicing Advisors, etc., and added all of your database users and user teams, Automations might just be the cherry on top of your CRM sundae with all of the extra efficiencies they introduce. We’ll cover the process of creating Automations so that you can realize these greater efficiencies in your practice.
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