In the industry, a big buzzword is Workflows. We find that once offices have clean data and are practicing good day-to-day habits they are looking for a little bit more with the CRM. That’s where Workflows come into play! Join an overview of Workflow purpose, terminology, and samples to see if Workflows can add value to your practice!
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Click the link below for more information on each of the features covered in the video:
00:31 - Workflows
16:28 - Quick Add