Workflow management helps you to automate your business activities. They are a set of rules that are executed when certain specified conditions are met. These rules can include email alerts, tasks, field updates, and webhooks that can be set as instant action or time-based actions.
You can also communicate with third-party applications by sending instant web notifications (one-way) every time an event occurs in Salesmate i.e. via Webhooks.
This helps in:
- Improves efficiency by eliminating the manual work of assigning tasks.
- Reduces operating costs.
- Improves business processes through standardized working methods.