CRM
Disposition Notes
Lead Layouts & Fields
- 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
- How to Create Currency Field under Field Type
- How to Configure State Fields
Scripts
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