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Task and Workflow Management

Home Features Task and Workflow Management Automation Via Triggered Events
Automation Via Triggered Events

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.