Back to Software, CRM and apps

Software, CRM and apps / Analysis, roles and workflows

Can you automate handoffs between departments?

Yes. A workflow can automatically pass a task from sales to administration, from order to inventory, or from request to technician, creating tasks and notifications. We first define conditions and responsibilities, so the automation doesn't speed up an ambiguous process but instead makes explicit who has to do what.

Was this answer helpful?

Related questions