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  1. Convoso Help Center
  2. CRM

CRM

Disposition Notes

  • Add Disposition Notes
  • Delete Disposition Notes

Lead Layouts & Fields

  • Add a Custom Field to Lead Layouts
  • Add a Lead Layout
  • API Processing Lead Layout Field
  • Create an Option Box Lead Field
  • Currency Lead Layout Field
  • Custom Fields Limitations for Lead Layouts
See all 19 articles

Scripts

  • Clone a Script
  • Create a Script
  • Delete a Script
  • Edit a Script

Workflow Automation

  • Access Workflow Automation Logs
  • Activate/Deactivate or Delete a Workflow Automation
  • Clone an Existing Workflow Automation
  • Creating a Workflow Automation
  • Delete a Workflow Automation
  • Email Templates in Workflow Automation
See all 16 articles

Workflow Automation Schedules

  • Workflow Automation Schedules
  • After Hours and Schedule Workflow Logic

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