Still working on the master database for the new product launch. Adding new contacts based on website listing (yes all of the contacts expect to hear from us as this is an exclusive product to them). The contact address always matches that of the company as the driving force is the id #. The contact phone number is the generic company phone number as they are small businesses.
Looking for an easier way to populate information. Will a trial provide enough time to figure out the workflows and get them done? I can set up tasks so I would know exactly what needed to be done in terms of adding contacts. Is there anything else?
Still working on the possibility of super admin rights so zapier might help but I used the trial time without being able to try anything.
What information are you looking to be able to automate with the workflow?
Workflows are a very large and powerful tool, and while mastering the workflows tool may take a while, I did want to share a few resources with you now to help you get started:
What information are you looking to be able to automate with the workflow?
Workflows are a very large and powerful tool, and while mastering the workflows tool may take a while, I did want to share a few resources with you now to help you get started:
