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Hello All Experts,
I need to know the most common things which we can automate within crm.
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Hi,
Could you give us more details? Which do you mean? Do you mean Overview of Project Service Automation?
If so, you could take a look at the following article.
Overview of Project Service Automation
Hope it makes sense.
BR,
Judy
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Marks As Answer If it helps you.
Hello Experts,
I am asking about general automation w.r.t Sales module only.
Sending Email is the most common automation thing, which can be done with CRM using system workflow.
Updating Records based on some event with CRM. or recurring workflows are also some automation things.
If you can be more specific. we can help in more details.
Specific like. what you want to automate and on what condition and so.
Thanks
Friyank
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