Workflow is the key to multitasking, get things to happen like clockwork. Automate even the
most complex business processes by creating simple workflow rules. Once a rule has been created,
these rules scan for triggers you define. Once a trigger has been detected, an action of your choice,
such as sending an email, updating a record, or creating a new task is performed.
Want to create an activity and send a notification email each time a deal is moved to core sales stage automatically? Here is where CloudCC's workflow steps in.
Notifications of big deal sent to sales manager. Automatically done.
Create a task when logging a call. Automatically done.
Update field value from stage 1 to stage 2 after meeting. Automatically done.