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breville
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breville on March 30, 2021
Automation of tasks for customers to action
Hi there, I have a fair amount of CRM experience, but not Service and need to do the following, but can't figure out if it is possible with Workflow... I have a number of tasks in our project management process that our customers need to carry read more
Reply Discussion Service Workflows
0 upvote
5 Replies
breville
Member
March 30, 2021
Good point! At the moment we have a google sheet with the tasks per client, but could use another reporting tool (like HS!). Thank you.
Solved
breville on March 30, 2021
Automation of tasks for customers to action
Hi there, I have a fair amount of CRM experience, but not Service and need to do the following, but can't figure out if it is possible with Workflow... I have a number of tasks in our project management process that our customers need to carry read more
Reply Discussion Service Workflows
0 upvote
5 Replies
breville
Member
March 30, 2021
Good point! At the moment we have a google sheet with the tasks per client, but could use another reporting tool (like HS!). Thank you.
Solved
breville on March 30, 2021
Automation of tasks for customers to action
Hi there, I have a fair amount of CRM experience, but not Service and need to do the following, but can't figure out if it is possible with Workflow... I have a number of tasks in our project management process that our customers need to carry read more
Reply Discussion Service Workflows
0 upvote
5 Replies
breville
Member
March 30, 2021
Good point! At the moment we have a google sheet with the tasks per client, but could use another reporting tool (like HS!). Thank you.
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