Sugar User Group: Sugar Workflow Automation

Sugar User Group: Sugar Workflow Automation

In this webinar, we presented Sugar Workflow Automation, and we guided you through the following example workflows:

  • Example of a workflow that alerts a team of SugarCRM users that an opportunity has been won or lost.
  • Example of a workflow of how to alert a customer contact that a contract is about to expire.
  • Example of a workflow to automatically schedule a task for a SugarCRM user to follow up on a sales lead.

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