CAN’T CREATE OPPORTUNITIES VIA WORKFLOW OR TRACK

 

Currently you can’t create an opportunity from a workflow, which is a real problem if you want to automate some of your sales process.  So we’ve resolved that problem by using the “send email” function to create an Opportunity for you.

With a simple setup you can be automating your sales opportunities within minutes.  So not only does this save time, but also guarantees accuracy and ensures your sales team are actively targeting clients without holes in your opportunity planning.

For only $39 a month it is definitely not an opportunity to miss!! lol, see what I did there.

We are still in Beta, but let me know if you want to be part of the design/test phase – your input would be very much appreciated.

Check out some of our use cases in the Blog!

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