Best Practices for Setting Up Workflow Automations in Moxie CRM скачать в хорошем качестве

Best Practices for Setting Up Workflow Automations in Moxie CRM

UPDATED - Workflow Automation in Moxie CRM Hey Hey - it's Lisa, Your Moxie Maven! In this video, I emphasize the importance of getting your foundation right—from setting up pipeline stages to customizing email and agreement templates, to configuring forms and meeting schedulers—all before diving into the intricacies of workflow automation. I introduce various elements used in automations, such as conditions, decisions, and waiting periods, to ensure that your automation runs smoothly and effectively. Learn how to send emails and invoices as part of your automated processes, and get to know the best practices for keeping your workflows concise and focused. Do you need Moxie? Get 30 days free here! https://jolidesignsolutions.com/moxie 📚 Chapters 00:00 Workflow Automation Setup Essentials 03:04 "Pipeline Stage Automation Tutorial" 08:54 Kickoff Call Scheduling Process 11:00 Invoice Automation Overview 14:11 Workflow Automation Setup Essentials 16:18 Moxie Maven Academy Overview 📌 What I Cover In This Tutorial Introduction to Workflow Automation Pre-requisites for Workflow Automation Setup Essential Components for Automations Creating a Workflow Automation Detailed Workflow Example: Agreement Sent Automation 🏆 Courses Free Masterclass: Get a quick overview of Moxie CRM with the first six steps to set up Moxie CRM.https://yourmoxiemaven.com/moxie-crm-... Starter Course: Dive deeper into Moxie CRM basics and unlock essential tools. https://yourmoxiemaven.com/moxie-crm-... Moxie Maven Academy: Become a Moxie pro with comprehensive courses, tips, and strategies. https://yourmoxiemaven.com/