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Please find below an overview of the task and workflow management features of the F2CRM customer relationship management system developed by Foote Francis Pty Ltd. If you have any additional questions or feature requests please don't hesitate to contact us. |
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Automation Via Triggered Events |
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F2CRM's triggered events system offers advanced customisation to enhance and improve your organisation's workflows, automating processes and notifications that may be initiated from practically any system function.
Triggered events may be created to, for example, notify relevant staff members of new sales leads from the website, proposals or quotes that need to be approved by a manager, incoming purchases and incoming terms and conditions acceptance notifications that progress a sale to the next level, and so on. |
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F2CRM provides a task scheduling system that integrates with the triggered events module to further enhance your organisation's automation capabilities and custom workflow requirements. Configure scheduled tasks to process reports, notify staff of recurring events, process email broadcasts to customers for membership renewals, and so on. |
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