Insightly CRM Tutorial: Using Workflow Automation to Automate Tasks & Emails
Email follow-up, lead assignment, opportunity management...business owners and sales leaders have too much on their plate to manage it all.
That's why workflow automation exists—to automate those routine tasks, eliminate human error, and ensure that you don't miss a beat while running your business.
Watch this Insightly CRM tutorial to unlock the power behind workflow automation in Insightly.
Want to talk through your unique CRM needs? Request a free demo on Insightly today: https://bit.ly/3Cpi1jN
For more info, visit the Insightly Help Center:
https://support.insight.ly/en-us/Know...
https://support.insight.ly/en-us/Know...
00:00 Introduction
00:33 Use Cases
01:14 Creating a workflow
02:23 Adding criteria
03:03 Adding actions & triggers
04:26 The complete workflow
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