How to create a Date Driven Workflow in CRM:
https://youtu.be/Q1ibw_qkuHM
Complete Cloud based PEO/ASO Software. Fast, flexible Payroll/HR/Accounting/Workers Comp/Benefits/Client and Employee Self Service and More
Thursday, June 7, 2018
Tuesday, June 5, 2018
Creating a Simple Workflow in CRM:
This focuses on the "how to" of creating a workflow - the screen that decides when a workflow will start.
In this example, the end result is an email whenever a new employee is added in Darwin or DNet as a confirmation to the internal payroll department and to the client that the employee has been added.
https://youtu.be/z-r3EUQGnQ0
Tuesday, February 6, 2018
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