Скачать или смотреть Intro to Unify Automated Workflows

Unify Workflows is a state-of-the-art tool linking triggers such as loan information from your LOS, new leads imported, and Opportunity Alerts with automated actions like sending an email or a text to a team member. Workflows is mainly used for internal staff and partner workflows and communications. Workflows connects to your Marketing Campaign Library as well.

The Workflows feature will appear in the Unify left hand navigation column on Monday 10/26. But before you use the Workflows feature, make sure to discuss the use of the Workflow features with your Unify Company Admin prior to implementing any Workflows.

Signup for a demo to watch Workflows in action at www.unifycrm.com