With Salesboom.com write your own rules for your own custom taps. Workflow rules enable you to streamline the sales, marketing, and support processes based on your unique business needs.
Improve your sales reps efficiency by eliminating redundant steps while updating records. Furthermore, grow your business through standardizing working methods while reducing operating costs.
Salesboom.com is the only Cloud Based CRM vendor to offer time based workflow rules for custom taps solution for all Editions at no additional charge.
First create workflow rules and associate them with your alerts or tasks. When changes to a record meet the conditions in your workflow rule, our CRM workflow rule for custom taps solution will reassign the record, send any associated alerts and assign any associated tasks.
- Go to the Control Panel tab page and select
WorkFlow Section.
- Choose the Workflow Rules For Custom Taps section.
- Click Add Rule and fill all the required fileds then Click Save.
- Click View Alerts to choose from the Featured Rules to Add Email Alert or Add Notification Alert or View Rules (standard taps or custom taps) or View tasks.
- Click View Tasks to add Task or to View Rules or Alerts.
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