Automate Customer account Activity with workflow

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First post **Please be nice**

I am currently using CRM 2015 I am well aware I am not using it to its full potential, I am the only person in our company doing outbound cold calls and emails.

As you can imagine I have quite a lot to process day to day and I want to automate this to make my day to day calls/emails faster and more efficient.

If I make a call and the prospect is unavailable or out of the office or on holiday in my activity on the customers account I write the date then a short sentence on the outcome then change the follow up date ..

I have looked into workflows on CRM but to be honest I am really not that knowledgeable on how to set these up even after watching multiple How to videos on you tube .

Please please please could some one help me in setting up a way to make my day to day process a lot faster

Any advice is greatly appreciated

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Alex Fun Wei Jie 33,628 on at

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Hi,

would be good if you can elaborate more, where is follow up date ? under customers account or somewhere else?

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Community Member on at

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Hi

Thanks for the message, The follow up date in on the actual activity in the customers account.

Thanks

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Rajkumar Rajaraman on at

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Refer this:

ledgeviewpartners.com/.../setting-sales-follow-workflow-dynamics-crm

Hope this helps

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