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Listen "CRM Day 2: Follow-up on Activities"
Episode Synopsis
If you go through the work to set up the follow-ups in your CRM, they will be triggered as new records are added to your CRM. Then, your workflows will be operating as you need from the beginning.
More episodes of the podcast Clues for the Clueless CRM Marketer
Day 3 CRM: Creating Opportunities
25/10/2018
CRM Day 2: Setting Up Views
17/10/2018
CRM Day 1: Import Data via Forms
15/10/2018
CRM Day 1: Import Records
11/10/2018
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