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  1. Convoso Self-Help Center
  2. CRM

CRM

Disposition Notes

  • How to Add Disposition Notes
  • How to Delete Disposition Notes

Lead Layouts & Fields

  • How to Create an API Processing Field
  • How to add an API Lookup Field
  • How to create Date, Date & Time field.
  • How to Create Number Field under Field Type
  • How to Create Email Field under Field Type
  • How to Create Text Field under Field Type
See all 19 articles

Scripts

  • How to Create a Script
  • How to Edit a Script
  • How to Delete a Script

Workflow Automation

  • Creating a Workflow Automation
  • How to Delete a Workflow Automation
  • Different Types of Workflow Relation
  • Logic for After Hours and Schedule
  • Different Types of Workflow Events
  • Different Types of Trigger Actions
See all 17 articles

Workflow Automation Schedules

  • Workflow Automation Schedules

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