Salespeople spend a lot of time doing repetitive manual tasks every day —following up on leads, sending emails, raising invoices, updating fields, and more. With Workflows in Freshsales, you can sit back and let the system do the work for you. Create workflows on a simple point-and-click interface in a jiffy. Automate the most complex business processes effortlessly, reduce manual dependency, and save time to sell more.
Workflows activate a series of actions based on AND/OR conditions. With advanced activity insights and a 360° view of your contacts, you can create simple “if-then’ rules and trigger workflows. Choose from an array of actions that should be performed - create tasks, send emails/SMSs, reminders, etc., and automate monotonous manual tasks.
Streamline your key tasks, increase efficiency, and improve task accuracy. With Workflows, you can let the system take care of processes for you, save time, and let you focus on selling more.
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